Transcription of HOW TO COMPLETE THE TRUST CERTIFICATION
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HOW TO COMPLETE THE TRUST CERTIFICATION
HOW TO COMPLETE THE TRUST CERTIFICATIONT hank you for your interest in converting your existing PurePoint Financial account into the name of your personal TRUST . In order to update your account, please COMPLETE this TRUST CERTIFICATION packet in its entirety and return it to the address below. Page 1: Basic TRUST InformationLine 2 - Legal name of the TRUST . Trusts with legal names that exceed 80 characters, including spaces, are not currently supported. Line 3 - The Date and in which state the TRUST was created.
REVOCABLE TRUST CLIENTS: A notary or bank witness is not required upfront. Upon receipt of this Trust Certification we will notify you (within 3
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