Formal Trust Checklist - Discover

There are two forms that must be completed to open a deposit account for a Trust . Please see below for further direction. Formal Trust Account Application Trustee CertificationNOTE: At this time, we only process applications from Trustees who are Citizens or Resident Trust Checklist Section 1: Trust Information Title, Taxpayer Identification Number, Date and Address Section 2: Trustee Information You can add up to five Trustees. Every trustee must sign in blue or black ink. Section 3: Account Selection You can select one Money Market and/or multiple CD Accounts. You only need to submit ONE Formal Trust Application. Section 4: Account Funding Fund your account(s) with an ACH transfer, a transfer from an existing Discover account or a check. Please do not send cash. Section 5: Signatures Sign and date Section 1: Trust Information Identical to Section 1 of the Formal Trust Account Application Section 2: Trust Type Irrevocable/Revocable Section 3: Trustors/Trustees/ Successor Trustees Section 4: Notary A Notary Public signature & seal are required for every Trustee on the Formal Trust Account Application.

NOTE: If you have sent in a Trustee Certification Form after 5/29/14 for the trust listed in this Formal Trust Account Application and all of the trust information provided in the prior Trustee Certification Form has not changed and is still current, you are not required to send in an additional Trustee Certification Form.

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