Get Trust Account Application - Weber State Credit Union

Filling out the Trust Account Application for Weber State Credit Union is a straightforward process that allows you to set up a trust account online. This guide will walk you through each section of the application to ensure accuracy and completeness.

Follow the steps to successfully complete your application.

1. Press the ‘Get Form’ button to obtain the form and open it in your preferred editor.
2. Begin by filling out the account eligibility section. Here, at least one trustee must list their name and account number of an eligible sponsoring member of Weber State Credit Union.
3. Proceed to the trust information section. Specify the legal name of the trust, the date it was created, and the Tax-ID number or Social Security Number.
4. For each trustee, complete the following fields: name (last, first, middle), role (grantor, trustee, successor), date of birth, Social Security number, physical address, duration at current address, mailing address (if different), telephone number, and email address.
5. Review the important information regarding the USA PATRIOT Act, which mandates the verification of identity for account holders.
6. Read through the Trust Agreement details to understand your obligations. You may need to check boxes confirming your agreement with the terms.
7. Sign and date the application in the provided sections for each trustee.
8. Once all fields are completed, save your changes. You can then download, print, or share the form as needed.

Complete your Trust Account Application online today for a seamless banking experience.