Revocable Trusts

To open a Trust Account, please provide copies of your Trust Agreement or Certification of Trust pages that indicate:

• Type of trust (Revocable or Living Trusts only)
• Name of the trust
• Date the trust was established
• Names of the trustors
• Names of the trustees
• Names of the successor trustees
• Signature and notary seal

All trustee must be available to sign documents. Remote options available. In order to begin processing your request, we must receive all necessary documents.

The trustor/grantor/settlor is the person who creates the trust. The trustee is the person who manages the assets in the trust. In some instances, the currently acting trustee may not be the original trustor.

An owner of a Trust Account is the person who has the power to modify or revoke the terms of the trust, referred to as the trustor/grantor/settlor within the trust.

Yes. You can designate a trust as a beneficiary for your personal account.

The following products are available with Trust Accounts:

• Checking
• Savings
• Share Certificates
• Mortgages and Home Equity products*

*ONLY if Deed is vested in the same Trust Name.

The following products are NOT available with Trust Accounts:

• Credit cards
• Consumer Loans (Auto Loans, RV Loans, Personal Loans, etc.)
• IRA

You can always open a separate membership account to take advantage of these products.