Appointment Successor Trustee Form PDF Details

When an individual dies leaving a will, one of the successor trustee's duties is to notify all beneficiaries of the estate and provide them with a copy of the will. This form allows you to designate someone to fulfill that role in your absence. It is important to name an appropriate successor trustee who is familiar with your wishes and can be trusted to carry out your wishes after your death. Choose someone who is organized and responsible, and who will be available to act as trustee when needed. The appointment successor trustee form can help ensure that your wishes are carried out according to your plan.

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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Part number 1 of submitting appointment of successor trustee form

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