You will need one of the following documents to complete this application. Please ensure you have the document in a format to upload a PDF or JPEG before proceeding.
Signed Trust Agreement which includes notarized signatures. This is the original trust agreement with details regarding the trust, including name, legal address, tax ID, and beneficiaries
Or
Certification of Trust Document This includes the notarized signatures. This document is something that can be provided to 3rd parties in place of the actual Trust. This contains a summary of key provisions from the Trust but does not reveal other personal details.
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To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, and other information that will allow us to identify you.
An Executor is nominated within the Will of a deceased person. An Administrator is appointed by a Court to manage or administer a decedent's estate if there is no will.
The attorney retained by the executor named in the will to initiate probate proceedings on their behalf.
Why do you need access to my credit report? Under the requirements of the Patriot Act, all banks must run an identity check on any new member. They use Customer Identification Programs (CIP) that compare your name, address, date of birth, and other information to the records on your credit report. This has no effect on your credit score. The CIP regulations require institutions to implement reasonable procedures for: Verifying the identity of any person seeking to open an account, to the extent reasonable and practical. Maintaining records of the information used to verify the person’s identity, including name, address, and other identifying information.