Form 440-3437 at a glance
What it is: Form 440-3437 is the Notice of Appointment of Successor Depository or Master Trustee (relating to prearrangement and/or preconstruction contracts).
Who signs: Under Existing depository or master trustee, enter the Printed name and signature of authorized representative and sign. Under New depository or master trustee, enter the Printed name and signature of authorized representative and sign. Enter the Printed name and signature of authorized representative and sign.
A filled-in Form 440-3437 example: a certified provider asks for a transfer
How to fill out Form 440-3437, box by box
Today's date and the transfer date
A 30-day notice of appointment of a successor depository or master trustee is provided in accordance with the provision of ORS 97.941(8).
Enter Today's date.
Next to Transfer of funds will occur on this date, enter the date.
Existing depository or master trustee
Under Existing depository or master trustee, enter the Name, the Address, the City, State, ZIP and the Account no.
Under Existing depository or master trustee, enter the Printed name and signature of authorized representative and sign.
New depository or master trustee
Under New depository or master trustee, enter the Name, the Address, the City, State, ZIP and the Account no.
Under New depository or master trustee, enter the Printed name and signature of authorized representative and sign.
Certified provider requesting transfer
For the certified provider requesting transfer, enter the CP#, the Name, the Address and the City, State, ZIP.
Enter the Printed name and signature of authorized representative and sign.
More rules for Form 440-3437
This form may be photocopied.
Sources
[1] Form 440-3437 (7/22/COM), Oregon Department of Consumer & Business Services, Division of Financial Regulation (the Official source link on this page).