Certification Of Trust Form PDF Details

Handling financial matters with care and legality is fundamental for those entrusted with managing or transferring assets held by a trust. One crucial procedural step in this governance involves the Certification of Trust form, a document that affirms the legitimacy and authority of the trust and its trustees. Such a certification outlines vital information, including the trust's name, date of establishment, details about the settlors or trustors, the names of current trustees, specifics about successor trustees, and a comprehensive delineation of the beneficiaries. It isn't merely a formality; it serves as a declaration that the trust is operational, valid, and has not undergone changes that might impact its authenticity. This certification also confirms the number of trustees, delineates their signature authority, and states whether the trust is revocable or irrevocable – pivotal details that affect how the trust is managed and how its assets are handled. To further cement its authority, the form requires notarized signatures, ensuring that everything stated is not just claimed but legally acknowledged under penalty of perjury. This certification thereby becomes a key tool in the trustee's arsenal, allowing them to effectively manage, open, or close accounts, and conduct various transactions in trust’s best interests, all while staying within the legal bounds set forth by the trust agreement and applicable laws.

QuestionAnswer
Form NameCertification Of Trust Form
Form Length4 pages
Fillable?No
Fillable fields0
Avg. time to fill out1 min
Other namesca probate code 18100 5, wells fargo certificatin of trust, certification of trust wells fargo, certification of trustee form wells fargo

Form Preview Example

CERTIFICATION OF TRUST

(Deposit Account)

(Probate Code 18100.5)

Name of trust is: (E.G.,”Smith family living trust under declaration of trust”)

and is dated

(THE “TRUST” OR “TRUST AGREEMENT).

THE TRUSTEE(S) NAMED BELOW (“TRUSTEE”) OF THE TRUST, AND THE UNDERSIGNED AS AN INDIVIDUAL(S), CERTIFY AS FOLLOWS:

1. SETTLOR(S)/TRUSTOR(S). The full name(s) of the settlor(s)/trustor(s) of the Trust is/are:

NAME

NAME

 

 

2. TRUSTEE(S). The full name(s) of the currently acting trustee(s) is/are:

1

 

 

SECTION

NAME

NAME

 

 

NAME

NAME

 

 

 

3. SUCCESSOR TRUSTEE(S). As of today, the persons designated to become successor trustees are:

NAME

NAME

 

 

4.BENEFICIARY(S). See attached Addendum on page 3.

5.NUMBER OF TRUSTEES (one box must be checked)

I am the current and sole Trustee of the Trust, and the Trust is in full force and has not been revoked, modified or amended in any manner, which would cause the representations in this Certification to be incorrect.

We are the current and all of the Co-Trustees of the Trust, and the Trust is in full force and has not been revoked, modified or amended in any manner, which would cause the representations in this Certification to be incorrect.

6.SIGNATURE AUTHORITY (one box must be checked)

As sole Trustee, I have all necessary signature authority to bind the Trust and take the actions specified in Section 7 below.

The Trust Agreement provides that the minimum number of Trustees required to sign to bind the Trust and take the actions speci- fied in Section 7 below is Trustee(s).

2

7. REVOCABILITY (one box must be checked)

 

 

 

SECTION

 

 

 

 

 

 

 

 

Revocable. The Trust is a revocable trust. The power to revoke is held by the settlor(s)/trustor(s) named below. No settlor has died.

 

 

Settlor/Trustor 1.

 

and 2.

 

 

 

Irrevocable. The Trust is an irrevocable trust.

 

 

 

 

 

 

 

 

 

8. AUTHORITY. As Trustee, I/we have the authority and power to:

 

 

 

 

 

 

 

 

 

Open and close deposit and investment accounts, including mutual funds, annuities, non-deposit investment products and other uninsured vehicles, on behalf of the Trust, deposit funds into, sign checks drawn upon, and withdraw funds from the accounts established for the Trust, all without limitation or the consent of any other person.

Open and close safe deposit box(es) on behalf of the Trust, enter into rental agreements for, deposit Trust property into, and withdraw Trust property from such safe deposit box(es) established for the Trust.

9. CO-TRUSTEES

If this Certification is signed by Co-Trustees, each Trustee certifies for himself or herself and not for the other(s). References to the singular include the plural.

SECTION 3

10. TAX IDENTIFICATION NUMBER. The tax identification number of the trust is:

TAX ID NUMBER

11. TITLE. Title to Trust assets should be taken as follows:

(Example:“John Doe and Jane Doe,Trustees of the Doe Family Living Trust dated January 4, 1999”)

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3749-11/09

SECTION 4

ATTACHMENTS. True and correct copies of the following pages of the Trust Agreement are attached:

First page

Signature page

Successor Trustee information page(s)

I declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct. Where there are co-trustees, we are all of the co-trustees of the Trust.

Date:Trustee:

(SIGNATURE)

TYPE OR PRINT NAME

Date:Trustee:

(SIGNATURE)

TYPE OR PRINT NAME

-ALL SIGNATURES MUST BE NOTARIZED (PROB. CODE 18100.5(C))-

STATE OF CALIFORNIA)

 

 

 

 

 

 

 

) SS.

COUNTY OF

 

 

 

)

 

 

 

 

On

before me,

 

 

 

DATE

 

NAME AND TITLE OF OFFICER

personally appeared

 

 

 

 

 

 

 

 

NAME(S) OF SIGNER(S)

Who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.

I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct.

WITNESS my hand and official seal.

[SEAL]

SIGNATURE OF NOTARY

STATE OF CALIFORNIA)

 

 

 

 

 

 

) SS.

COUNTY OF

 

)

 

On

before me,

 

 

 

DATE

 

NAME AND TITLE OF OFFICER

personally appeared

 

 

 

 

 

 

 

NAME(S) OF SIGNER(S)

Who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.

I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct.

WITNESS my hand and official seal.

[SEAL]

SIGNATURE OF NOTARY

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Establishing Trust Share(s) / Membership

Updating Existing Trust Share(s) / Membership

ADDENDUM TO THE CERTIFICATION OF TRUST

Name of Trust is: (e.g.,”Smith Family Living Trust Under Declaration of Trust”)

 

 

 

 

and is dated

 

 

(THE “TRUST” OR “TRUST AGREEMENT”)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1. MEMBERSHIP. The member number the Trust belongs to is:

 

 

 

 

 

1

 

 

 

 

 

 

MEMBER NUMBER

 

 

 

 

 

SECTION

 

 

 

 

 

 

2. All share(s) included in the Trust (excluding IRAs):

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

ACCOUNT TYPES:

 

 

 

 

 

 

S__ S__ S__ S__ S__ S__ S__ S__ S__ S__ S__ S__ S__ S__ S__ S__ S__ S__ S__ S__ S__ S__ S__

 

 

 

 

 

 

 

 

 

 

 

 

 

3. BENEFICIARY(S). The full name(s) of the beneficiary(s) of the Trust is/are (required for share insurance purposes):

 

 

 

NAME

SSN

 

 

 

 

 

 

 

 

DOB

RELATIONSHIP

 

 

 

 

 

 

 

 

NAME

SSN

 

 

2

 

 

 

 

 

 

SECTION

DOB

RELATIONSHIP

 

 

 

 

 

 

 

 

 

 

 

NAME

SSN

 

 

 

 

 

 

 

 

DOB

RELATIONSHIP

 

 

 

 

 

 

 

 

NAME

SSN

 

 

 

 

 

 

 

 

DOB

RELATIONSHIP

 

 

 

 

 

 

 

 

I declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct. Where there are co-trustees, we are all of the co-trustees of the Trust.

Date:Trustee:

(SIGNATURE)

TYPE OR PRINT NAME

Date:Trustee:

(SIGNATURE)

TYPE OR PRINT NAME

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3749-11/09

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2. Once your current task is complete, take the next step – fill out all of these fields - Number of Trustees one box must, I am the current and sole Trustee, manner which would cause the, We are the current and all of the, amended in any manner which would, Signature Authority one box must, As sole Trustee I have all, specified in Section below isare, Check one One Trustee All, Revocability one box must be, Revocable The Trust is a, and and with their corresponding information. Make sure to double check that everything has been entered correctly before continuing!

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Lots of people frequently make mistakes when completing Signature Authority one box must in this area. You should review everything you type in right here.

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