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                Get Or 440-3437 2022-2025
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How to use or fill out the OR 440-3437 online
The OR 440-3437 form, issued by the Oregon Department of Consumer and Business Services, is used for notifying about the appointment of a successor depository or master trustee. This guide provides clear instructions on how to effectively complete the form online.
Follow the steps to fill out the form online:
- Press the ‘Get Form’ button to obtain the form and open it in the appropriate editing interface.
 - Fill in the 'Today's date' field with the current date. Ensure that the format is consistent with standard practices.
 - In the section for 'Existing depository or master trustee', provide the name, address, city, state, and ZIP code of the current depository or master trustee.
 - In the section for 'New depository or master trustee', similarly fill in the name, address, city, state, and ZIP code of the new depository or master trustee.
 - Input the account numbers for both the existing and new depositories in their respective fields.
 - Sign the form by including the printed name and signature of the authorized representative for both the existing and new depositories.
 - Complete the section labeled 'Name of certified provider requesting transfer' by including the certified provider's name and CP number.
 - Lastly, fill in the address, city, state, and ZIP code for the certified provider, and provide the printed name and signature of the authorized representative.
 - Once completed, review the form for accuracy. You can then save your changes, download the file, print it for your records, or share it as necessary.
 
Start filling out the OR 440-3437 form online today!
Address it to “The Trustee of…”. No need for the person's name. If you know the person's name you can start your letter with his or her name, being as formal as you think it's appropriate, or the old favourite, “dear Sir or Madam".
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