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BankersOnline.com Forums State-Specific Compliance Issues Pennsylvania UTMA Rules
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#2019593 - 06/10/15 06:50 PM UTMA Rules
Corinne-HVB Offline
New Poster
Joined: Jan 2013
Posts: 5
Huntingdon Valley, PA
If a UTMA comes in after the account has been closed by the custodian can we release history information to the UTMA that was on the account?

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#2019598 - 06/10/15 07:02 PM Re: UTMA Rules Corinne-HVB
SwPa Offline
Junior Member
Joined: Oct 2013
Posts: 25
Corinne,

I would think you could/should release the history to the beneficiary since the funds "belonged" to the beneficiary/UTMA.

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