Custodial Templates
Help articles pertaining to PreciseFP's custodial templates
4 articles
Written by Daniel R and Nate


Using DocuSign with Schwab PDF Templates
How to use DocuSign in custom Schwab PDF templates.
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.
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?
Written by Daniel R. Updated over a week ago
How to Install Custodial PDF Templates
Custodial PDF Templates
Written by Nate. Updated over a week ago