Get Unify Financial Credit Union Certification Of Trustee Under The Trust 2016-2025

Filling out the UNIFY Financial Credit Union Certification of Trustee Under the Trust is a crucial step in managing your trust effectively. This guide provides clear, step-by-step instructions to help you complete the form online, ensuring that you understand each section and its requirements.

Follow the steps to successfully complete the form online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. In the 'Declarant' section, print your name as the person making the certification. Next, indicate the name of the trust.
3. Provide the date the trust was created and any amended dates if applicable.
4. List the original trustors or settlors along with the original trustees. This may include the same individuals if they served in both roles.
5. Enter the names of current trustees who have authority over the trust.
6. Fill in the trust identification number, social security number, or tax identification number associated with the trust.
7. Certify that the trust is currently in full force and has not been revoked or amended. List the names of individuals who have the power to revoke the trust.
8. Review any powers that the trustee may exercise. Indicate any specific functions related to banking, real estate, securities, and powers of the original trustees, ensuring you underline any powers you do not wish to include.
9. Certify that you, as the declarant, have the authority to act as the trustee and confirm there are no pending claims against the trust.
10. Acknowledge that any transactions made in reliance on this certification will be enforceable against the trust assets. Agree to indemnify the credit union for any claims related to this certification.
11. Note that only one signature from the trustee is required to execute the powers of the trust. Ensure that you understand dual signatures are not accepted.
12. In the declaration section, sign your name, print your name clearly, and provide your address and telephone number.
13. Finally, ensure that this document is notarized if required. The notary will verify your identity, so be prepared to present identification.
14. Once all sections are complete, review the form for accuracy and completeness. Save your changes, and choose to download, print, or share the form as needed.

Complete the Certification of Trustee Under the Trust online to streamline your trust management process.