HOW TO COMPLETE THE TRUST CERTIFICATION
HOW TO COMPLETE THE TRUST CERTIFICATION. Thank you for your interest in converting your existing PurePoint Financial account into the name of your personal trust.
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HOW TO COMPLETE THE TRUST CERTIFICATION
www.purepoint.comOne Trustee must complete the W-9 certification on behalf of the trust. Page 2: Signatures and Current Account Information Agreed and Certified to by - This section must be signed by ALL ... • The Trust is a U.S. person (defined in the instructions to IRS form W-9, available upon request); and • The FATCA code(s) entered on this form (if ...