Appointment Successor Trustee Form PDF Details

In the realm of financial and trust administration, the Appointment Successor Trustee form is a critical document, facilitating the seamless transition of responsibilities from one trustee to another. Issued by the Oregon Department of Consumer & Business Services Division of Finance & Corporate Securities, this form plays a pivotal role in upholding the integrity of trust management within the state. It serves as an official notice for the appointment of a new depository or master trustee, adhering to the stipulations outlined in ORS 97.941(8), which mandates a 30-day notification period for such transitions. The form encompasses detailed sections for the introduction of both the outgoing and incoming trustees, capturing vital information such as names, addresses, and account numbers, to ensure a clear and error-free transfer of duties and funds. The inclusion of signatures from authorized officials from both the relinquishing and receiving parties further solidifies the transfer's legitimacy. Additionally, the form accommodates details regarding the certified provider effecting the transfer, offering a comprehensive framework for the entire process. This document, which can be photocopied for record-keeping, underscores the structured and meticulous approach required in the delicate operation of handing over trusteeship, reflecting the seriousness with which Oregon approaches the governance of trust activities.

QuestionAnswer
Form NameAppointment Successor Trustee Form
Form Length1 pages
Fillable?No
Fillable fields0
Avg. time to fill out15 sec
Other namessuccessor trustee acceptance form, acceptance of appointment as successor trustee form, sample successor trustee acceptance letter, trustee acceptance letter template

Form Preview Example

Oregon Department of Consumer & Business Services

Division of Finance & Corporate Securities

350 Winter St. NE, Rm. 410, Salem, Oregon 97301-3881 Mailing address: P.O. Box 14480, Salem, OR 97309-0405

(503)378-4140 • Fax: (503) 947-7862 • TTY: (503) 378-4100 http://dfcs.oregon.gov

NOTICE OF APPOINTMENT OF SUCCESSOR DEPOSITORY

OR MASTER TRUSTEE

Today’s date: ___________________________

In accordance with the provision of ORS 97.941(8), a 30-day notice of appointment of a successor depository or master trustee is hereby provided to you.

Transfer of funds will occur on this date: _______________________

Existing depository or master trustee

New depository or master trustee

Name:____________________________________

Name: _____________________________________

Address: __________________________________

Address:____________________________________

City, State, ZIP: ____________________________

City, State, ZIP: ______________________________

Account no.:_______________________________

Account no.: ________________________________

Signature of authorized official:

Signature of authorized official:

__________________________________________

____________________________________________

Name of certified provider effecting transfer

 

Name:____________________________________

 

Address: __________________________________

 

City, State, ZIP: ____________________________

 

Signature of authorized official:

 

__________________________________________

 

This form may be photocopied.

440-3437 (8/04/COM/WEB)

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