RELEASE OF FUNDS
The funds held for the benefit of the minor, along with any interest earned, will be released to the minor when they reach the age of majority on their 18th birthday or as ordered in the Judgment or as stated in the Last Will and Testament.
When the minor, as the rightful owner of the funds, applies for release of the funds held in the Surrogate's Intermingled Trust Fund, they must schedule an appointment with the Surrogate and provide the Surrogate's Court with the following:
- Original birth certificate
- Copy of a photo ID
- Must sign a Verified Complaint for Return of Securities