Free Trust Letter to Bank or Broker

This letter is used to request the transfer of your bank account, brokerage account or individual securities to your Living Trust. This letter should accompany your Certificate of Trust that provides additional information necessary for the transfer.

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Reasons to Create

- You want to request a bank to transfer your checking or savings account, or certificate of deposit, to your revocable living trust.
- You want to request a stock broker to transfer your brokerage account, or individual securities, to your revocable living trust.
- You want to request a corporate secretary to transfer your stock in a closely-held corporation to your revocable living trust.

Before You Begin

- The name and address of the bank, and your account number(s) at that bank (to transfer bank accounts and certificates - The name and address of the broker and your account number(s) at that brokerage firm (to transfer an entire brokerage account or individual securities which are publicly traded).
- The name and address of the corporation (to transfer stock in a closely-held corporation).
- The name of the revocable living trust to receive the account or security.
- The names, addresses and Social Security Numbers of the owners of the accounts or securities.
* Names and addresses of any non-owner, currently-acting trustees. Federal Identification Number of the trust, if the owner is not the trustee.

Reasons to Update

- You want to request the bank or brokerage firm to transfer another account or security to your trust.
- You want to request another bank or brokerage firm to transfer your account or security to your trust.
- You want to request the corporate secretary to transfer another closely-held stock to your trust.

Document Help

Trust Letter to Bank or Broker

At any time after creating and signing a Living Trust document, assets must be transferred into the Trust. A Living Trust only applies to the assets that are actually transferred into the Trust. This letter is used to request the transfer of your bank account, brokerage account or individual securities to your revocable Living Trust.

For More Information:

Bank Accounts
Closely-Held Stock
Co-Owners
Federal ID Number
Medallion Guarantee
Stocks and Bonds
Trustees
Trust Information
What Can Be Transferred?
Signing Instructions
TOPIC INDEX


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