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Custodial Templates

Custodial Templates

Help articles pertaining to PreciseFP's custodial templates

4 articles
Daniel R avatarNate avatar
Written by Daniel R and Nate

Using DocuSign with Schwab PDF Templates

How to use DocuSign in custom Schwab PDF templates.
Daniel R avatar
Written by Daniel R. Updated over a week ago

How to pre-fill Social Security Numbers in custodial templates

How to create a custom SSN field that will pre-fill automatically for account holder(s), beneficiaries, and trusted contacts.
Daniel R avatar
Written by Daniel R. Updated over a week ago

Custodial Templates Pre-filling Mapping Table

What information will be pre-filled for account holder(s), beneficiaries and trusted contacts?
Daniel R avatar
Written by Daniel R. Updated over a week ago

How to Install Custodial PDF Templates

Custodial PDF Templates
Nate avatar
Written by Nate. Updated over a week ago