Free Vermont 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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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.

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TOPIC INDEX

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

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Reasons to create a
Vermont Trust Letter to Bank or Broker

- 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.


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