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UTMA

Home > Save > For YOUth > UTMA
Home > Save > For YOUth > UTMA

Saving for Your Child’s Future With an UTMA Account

A Uniform Transfer to Minor (UTMA) account is similar to typical savings accounts, with the exception of the requirement for an adult that acts as the custodian of the account. The custodian can deposit or withdraw funds into an UTMA account, but the minor cannot access the funds. The custodian manages the account for the child until they reach adult age, either 18 or 21 depending on the state. These accounts are perfect for parents, grandparents or other interested parties to set up an account for the benefit of a child.

Here are just a few of the benefits for UTMA account holders:

Open a UTMA by filling out the form, and bring it into a branch, fax, or mail.

Mail: Attn: MSC,  PO Box 47009, Gardena CA, 90247

Fax: 310.323.7012

UTMA Form

Important Numbers

Member Services: 800.633.2848 (available 24/7)

Credit & Debit Card Member Services: 800.633.2848 ext 4856 (available 24/7)

Credit Card Lost or Stolen: 866.839.3485
For International Calls: 727.570.4881

Debit Card Lost or Stolen: 800.754.4128
For International Calls: 727.227.9012

Credit Card Activation: 800.456.6870

Debit Card Activation: 855.485.7043

Members traveling or who reside outside of the US: 727.227.2447

Routing #322276088