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What is a Trust Letter to Bank or Broker?

If you want to transfer accounts or securities to a living trust, filing a Trust Letter to Bank or Broker can get the process started. Maybe you want to transfer a checking or savings account into your living trust - or perhaps you're moving stocks or a brokerage account. No matter what you need to transfer, our Broker Trust can help you get it done.

You might have a lot of investments and accounts and when you want them transferred to your living trust, a Trust Letter to Bank or Broker can help. You'll probably need additional documentation from your broker or bank about how to make the broker trust transfer - and these kinds of things need a cover letter of sorts; that's where Rocket Lawyer can help. You'll likely need to clearly state your wishes: what's being transferred, who has the authority to do so, and which accounts are you transferring? When you're dealing with money and investments, it's best to be official and play it safe. Including a Trust Letter to Bank or Broker is a good way to clearly articulate your needs.

When to use a Trust Letter to Bank or Broker:

You're transferring accounts, investments, or securities to a living trust.
You want to transfer checking or savings accounts.
You'd like to transfer stocks.

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The purpose of this letter is to request that you transfer the above

In lieu of providing to you a certified copy of the entire trust document, make the following declaration:


1.	The is in full force and effect and has not been revoked, modified or amended with respect to any of the provisions described in this Letter, including provisions regarding the identity or the powers of the trustee(s).


2.	Attached to this Letter and incorporated by this reference are pages of the Trust which evidence the (a) declaration of trust, (b) order of trustees, (c) powers granted to the trustees regarding their ability to purchase and sell securities, and otherwise invest and reinvest trust assets, and (d) signature page.


3.	The currently-acting trustee of the trust (all of them, if more than one) have signed this Letter below.


declare that the foregoing statements are true and correct under penalty of perjury.

____________________________________

STATE OF

COUNTY OF

DISTRICT OF COLUMBIA

and , as Grantors. as Grantor.


Notary Address:	____________________________________

____________________________________

STATE OF

COUNTY OF

DISTRICT OF COLUMBIA

On this _____ day of ____________________, _____, before me personally appeared

____________________________________

Notary Public

____________________________________

Title (and Rank)

My commission expires ________________


Notary Address:	____________________________________

____________________________________


Notary Address:	____________________________________

____________________________________

STATE OF

COUNTY OF

On this _____ day of ____________________, _____, before me personally appeared

____________________________________

Notary Public

____________________________________

Title (and Rank)

My commission expires ________________


Notary Address:	____________________________________

____________________________________

On this _____ day of ____________________, _____, before me personally appeared to me known to be the person described in and who executed the foregoing instrument as Grantor, and acknowledged that he or she executed same as his or her free act and deed.On this _____ day of ____________________, _____, before me personally appeared and , to me known to be the persons described in and who executed the foregoing instrument as Grantors, and acknowledged that they executed same as their free act and deed.

STATE OF

COUNTY OF

On this _____ day of ____________________, _____, before me personally appeared

____________________________________

Notary Public

____________________________________

Title (and Rank)

My commission expires ________________

On this _____ day of ____________________, _____, before me __________________________________, personally appeared , known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument and acknowledged that he or she executed the same as Grantor for the purposes therein contained.On this _____ day of ____________________, _____, before me __________________________________, personally appeared and , known to me (or satisfactorily proven) to be the persons whose names are subscribed to the within instrument and acknowledged that they executed the same as Grantors for the purposes therein contained.


Notary Address:	____________________________________

____________________________________

STATE OF

COUNTY OF

On this _____ day of ____________________, _____, before me personally appeared

In witness whereof I hereunto set my hand and official seal.

____________________________________

Notary Public

____________________________________

Title (and Rank)

My commission expires ________________


Notary Address:	____________________________________

____________________________________

and and and and and

Owner:


_____	.


_____


_____


*	To request the bank or brokerage firm to transfer another account or security to your trust.


*	To request another bank or brokerage firm to transfer your account or security to your trust.


*	To request a corporate secretary to transfer another closely-held stock to your trust.

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