Get Certification Of Trustee Form Wells Fargo 2010-2025

Filling out the Certification Of Trustee Form Wells Fargo online is a straightforward process designed to assist you in certifying the details of your trust. This guide provides clear, step-by-step instructions to help you accurately complete the form.

Follow the steps to complete the form correctly and efficiently.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by entering the name of the trust at the designated section, for example, 'Smith family living trust under declaration of trust’. Make sure to include the date the trust was established.
3. In the first section, list the full name(s) of the settlor(s)/trustor(s) of the trust. Provide all relevant names as this information is essential for validation.
4. Next, in the trustee section, enter the full name(s) of the currently acting trustee(s). Ensure accuracy as this identifies who is authorized to act on behalf of the trust.
5. Continue to the successor trustee section. List the names of those designated to become successor trustees, which is important for future trust management.
6. In the beneficiary section, refer to the attached addendum for details pertaining to the beneficiaries of the trust.
7. Indicate the number of trustees by checking the appropriate option. You may choose to certify that you are the sole trustee or that there are co-trustees involved.
8. Under signature authority, confirm that you have the necessary authority to bind the trust and take actions as outlined later in the form.
9. In the revocability section, specify whether the trust is revocable or irrevocable by checking the appropriate box.
10. Provide the tax identification number of the trust in the designated field to ensure proper tax reporting.
11. For the title of trust assets, ensure the format provided in the form is followed, as this establishes ownership.
12. List the attached documents, such as the first page of the trust, signature page, and successor trustee information pages.
13. Finally, include signatures of the trustees along with the typed or printed names. Remember that all signatures must be notarized.
14. Once all sections are completed, review the form for accuracy. You may then save changes, download, print, or share the completed form as needed.

Complete your Certification Of Trustee Form online today to ensure your trust is properly managed and recognized.