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Get Formal Trust Account Application Q Discover Money Market Account ...
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How to fill out the Formal Trust Account Application Q Discover Money Market Account online
This guide provides clear, step-by-step instructions for completing the Formal Trust Account Application Q Discover Money Market Account online. The process is designed to accommodate all users, regardless of their legal experience.
Follow the steps to complete your application efficiently.
- Press the ‘Get Form’ button to access the application and open it in your browser or preferred editor.
- Carefully read the application instructions and begin filling out your Trust Information in the designated fields. All fields are required unless specified otherwise.
- Provide the Full Title of Trust and Trust Taxpayer Identification Number (TIN) or Social Security Number (SSN).
- If applicable, fill out the mailing address for Trustee #1 if it differs from their street address.
- Specify the deposit amount, making sure to meet the minimum required deposit of $2,500.
- Complete the Deposit Account Agreement Acceptance section by signing and dating the form.
- Make sure to complete the W-9 Tax Certification section to avoid backup withholding and provide necessary information.
- If there are additional trustees, continue filling out their information as required in the additional trustee sections.
- Before submitting, review all provided information for accuracy. Ensure that the application is signed in black or blue ink.
- Mail your completed application, the Trustee Certification Form, and initial deposit check to Discover Bank at the specified address.
Complete your application online today to establish your trust account.
Deposit a check with Discover's Mobile Check Deposit using your mobile device. ... Complete an online transfer from an eligible Discover Bank Account. Complete an online transfer from an external bank account. Set up Direct Deposit.
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