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.

Formal Trust Account Application Trustee Certification NOTE: At this time, we only process applications from Trustees who are U.S. Citizens or U.S. Resident Aliens. Formal Trust Checklist Section 1: Trust Information—Title, Taxpayer Identification Number, Date and Address Section 2: Trustee Information—You can add up to five Trustees.

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