Transcription of Trustee Certification — Adding or Removing Trustees
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Trustee Certification — Adding or Removing Trustees
trust Information ALL fields are the tax reporting number for the trust . A decedent s SSN cannot be used as the tax reporting Account NumberTrust Name Enter full trust name as evidenced by the trust Social Security or Tax ID Number SSNOR TINDate of trust MM DD YYYYFor a domestic trust , provide the state. For a foreign trust , provide the country.** Your trust documents set forth the terms of your trust . Based on these documents, please tell us which state s lawsapply to your trust . If your trust is subject to foreign law, please tell us which country s laws Go to or call continues on next page.
the pages of the trust document that includes the full name of the trust, trust date, name of the updated or successor trustee(s) that match the trustee(s) listed in this form, and all signatures. Do not include the entire trust document, and it must be in English. – If your account is an Investment-Only account (also known
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