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Proper Captioning

 Name of Account - The account should be captioned in one of the following manners:
  • Joe Doe, Conservator of Mary Doe, a protected individual
  • Joe Doe, Conservator of Mary Doe, a minor
  • Estate of Mary Doe, John Doe, conservator

The Following Are Not Acceptable:

  • Joe Doe AND Mary Doe
  • Joe Doe IN TRUST FOR Mary Doe
  • Joe Doe ITF Mary Doe
  • Joe Doe, Trustee for Mary Doe (unless you were actually appointed Trustee)
  • Joe Doe, Custodian for Mary Doe
  • Joe Doe, Custodian for Mary Doe under Uniform Gifts to Minors Act (UGMA)