Get Certificate Of Fiduciary Authority - Wells Fargo

The Certificate Of Fiduciary Authority is an important document for trustees managing a trust. This guide provides clear and supportive instructions on how to complete this form online, ensuring that all necessary information is accurately provided.

Follow the steps to successfully complete your Certificate Of Fiduciary Authority.

1. Click ‘Get Form’ button to obtain the form and open it in the editing interface.
2. In the first section, provide the name of the Trust. Make sure to fill in this field completely and accurately.
3. Next, enter the date of the Trust instrument in the designated field. This date should reflect the official date when the Trust was established.
4. In the following section, identify the individuals who are authorized to sign orders and instructions related to the Trust. Include their names and addresses as required.
5. Certify that the individuals named in the previous step are indeed authorized to sell, convey, pledge, mortgage, lease, or transfer title to any interest in securities as stipulated by the Trust.
6. Confirm that all statements made in the Certificate of Trust are true and correct and acknowledge that there are no other provisions that limit the trustee's powers.
7. All trustees must provide their signatures in the designated section. Ensure that each signature is accompanied by a Medallion Guarantee, which must not be dated or noted in any manner.
8. Once all fields are completed, review your information for accuracy. After confirming that all details are correct, you can save your changes, download the document, print it, or share it as needed.

Complete your Certificate Of Fiduciary Authority online today for a seamless experience.