How do I establish a trust account?

To establish a trust account, you will need a completed Application for a Living Trust Account and the pages of the Trust Agreement or Certification of Trust that indicate:

• Type of trust
• Name of the trust
• Date trust was established
• Names of the Trustees
• If any of the Trustees are deceased, a copy of the death certificate must be provided
• Names of the Successor Trustees
• If Trustees may act independently or must act together (if more than one Trustee)
• Names of the beneficiaries
• Signature and notary seal
• Government issued photo ID of Trustee(s) if membership is not already established at Alliant