Get Change Or Close Trust Account Form - Ok

The Change Or Close Trust Account Form is an essential document for managing trust accounts within the Oklahoma real estate sector. This guide will provide you with clear instructions on how to effectively complete the form online, ensuring that you meet all necessary requirements.

Follow the steps to fill out the Change Or Close Trust Account Form online.

1. Press the ‘Get Form’ button to access the form and open it in your document editor.
2. Begin by clearly entering the name of your brokerage as it appears on your license in the designated field.
3. Input your license number as well as your business address, including city, state, and zip code.
4. Fill out the mailing address if applicable, using only a P.O. Box, along with city, state, and zip code.
5. Provide your business phone number in the specified area.
6. In the first section regarding the depository institution, include the institution’s name, physical address, and mailing address.
7. Enter the account number and the exact name under which the account is styled.
8. Select the appropriate box indicating the type of account: Property Management, Real Estate Sales, or Other.
9. Indicate whether the account has changed or has been closed by checking the corresponding box.
10. Mark whether the account is interest-bearing or non-interest bearing by selecting the appropriate option.
11. Describe the usage of the account in the provided text area.
12. If there is a second depository institution, repeat steps 6 to 11.
13. After filling out the form, review all entries for accuracy.
14. Sign and date the document in the designated spaces at the bottom of the form.
15. Finally, save your changes, download the completed form, print it, or share it as needed.

Complete your Change Or Close Trust Account Form online today for efficient management of your trust accounts.