Certification Of Trust Form PDF Details

Certification of Trust forms are used in a variety of legal proceedings to document the trustworthiness of a person or entity. The form is signed by the person granting the trust, as well as one or more witnesses. This certification can be used to prove that a person or organization is acting in good faith, and has the authority to act on behalf of another party. The form can also be submitted to courts as evidence that a trust exists. If you need to create or verify a Certification of Trust, it's important to understand how it works and what information needs to be included.

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I am the current and sole Trustee of the Trust, and the Trust is in full force and has not been revoked, modified or amended in any manner, which would cause the representations in this Certification to be incorrect.

We are the current and all of the Co-Trustees of the Trust, and the Trust is in full force and has not been revoked, modified or amended in any manner, which would cause the representations in this Certification to be incorrect.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

http://thekinection/KinectaNew/doc_View.aspx?DocID=2240

Page 1 of 3

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

http://thekinection/KinectaNew/doc_View.aspx?DocID=2240

Page 2 of 3

3749-11/09

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

http://thekinection/KinectaNew/doc_View.aspx?DocID=2240

Page 3 of 3

3749-11/09

How to Edit Certification Of Trust Form Online for Free

With the help of the online editor for PDFs by FormsPal, you'll be able to fill out or change wells fargo certificate of trust right here. To retain our tool on the leading edge of practicality, we strive to put into operation user-driven capabilities and enhancements on a regular basis. We're always grateful for any feedback - play a pivotal part in revampimg how we work with PDF files. This is what you will have to do to begin:

Step 1: First, open the tool by pressing the "Get Form Button" in the top section of this webpage.

Step 2: With our online PDF editor, it is possible to do more than simply fill in blank fields. Try each of the features and make your docs look perfect with custom text put in, or fine-tune the file's original content to excellence - all that accompanied by an ability to incorporate any graphics and sign the PDF off.

In order to fill out this document, ensure you provide the information you need in every single blank field:

1. The wells fargo certificate of trust necessitates particular details to be entered. Be sure that the following blank fields are complete:

certification of trustee form wells fargo writing process explained (portion 1)

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!

certification of trustee form wells fargo conclusion process clarified (part 2)

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.

3. This third section is generally pretty simple, Authority As Trustee Iwe have the, Open and close deposit and, uninsured vehicles on behalf of, Open and close safe deposit boxes, withdraw Trust property from such, Power of Attorney Check box and, attorneyinfact to be a signer on, As Trustee Iwe have the authority, deposit and investment accounts to, Trustee Signature Trustee Signature, CoTrustees If this Certification, References to the singular include, Tax Identification Number The tax, and Example John Doe and Jane Doe - each one of these blanks will have to be filled in here.

certification of trustee form wells fargo conclusion process explained (portion 3)

4. This part comes next with these particular blank fields to consider: Attachments, A true and correct copy of the, The undersigned Trustees of the, Date Signature, Trustee, Type or print name, Date Signature, Trustee, and Type or print name.

certification of trustee form wells fargo writing process described (part 4)

5. To conclude your form, the particular subsection requires a number of additional fields. Completing COUNTY OF, On the, day of, appeared Name, before me the undersigned notary, personally known to me or proved, satisfactory evidence to be the, shethey executed the same in, the person on behalf of whom the, Notary Signature, and ACKNOWLEDGMENT CERTIFICATE is going to conclude the process and you will be done before you know it!

certification of trustee form wells fargo completion process described (portion 5)

Step 3: After proofreading your fields and details, press "Done" and you're all set! Right after setting up afree trial account at FormsPal, you'll be able to download wells fargo certificate of trust or send it through email immediately. The form will also be accessible through your personal account menu with your each change. We do not sell or share the details that you use while completing forms at FormsPal.

Certification Of Trust Form isn’t the one you’re looking for?

Related Documents