Second Amendment to Trust Agreement between Polaris Industries, Inc. and Fidelity Management Trust Company
About this form
The Second Amendment to Trust Agreement is a legal document that modifies an existing trust agreement between Polaris Industries, Inc. and Fidelity Management Trust Company. Dated July 1, 1999, this amendment specifically adjusts the terms related to excess contribution fees associated with the Polaris 401(k) Retirement Savings Plan. Unlike other trust agreements, this amendment reflects the parties' intention to update financial terms while simplifying administrative processes for plan participants.
Key components of this form
- Identification of the Trustee (Fidelity Management Trust Company) and the Sponsor (Polaris Industries, Inc.).
- Amendment date and reference to the original Trust Agreement.
- Specific changes to the Return of Excess Contribution Fee structure.
- Execution section where authorized officers sign to validate the amendment.
When this form is needed
This form should be used when the parties involved need to amend the terms of a prior trust agreement, particularly in cases where financial terms need updating. Organizations may find it necessary to adjust fees and terms due to changes in administrative requirements or financial regulations. Utilizing this amendment ensures that both parties are aligned with the updated terms and helps maintain compliance with ongoing legal requirements.
Intended users of this form
- Organizations maintaining a 401(k) retirement plan.
- Trustees and sponsors responsible for managing retirement funds.
- Legal representatives tasked with updating trust documents.
How to complete this form
- Identify and enter the names of the Trustee and Sponsor at the top of the amendment.
- Review the existing trust agreement to confirm the date and terms being amended.
- Detail the specific changes regarding the Return of Excess Contribution Fee.
- Complete the execution section with signatures from authorized officers, including dates of signature.
- Keep a copy of the completed amendment for your records.
Is notarization required?
Notarization is generally not required for this form. However, certain states or situations might demand it. You can complete notarization online through US Legal Forms, powered by Notarize, using a verified video call available anytime.
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Make edits, fill in missing information, and update formatting in US Legal Forms—just like you would in MS Word.
Download a copy, print it, send it by email, or mail it via USPS—whatever works best for your next step.
Sign and collect signatures with our SignNow integration. Send to multiple recipients, set reminders, and more. Go Premium to unlock E-Sign.
If this form requires notarization, complete it online through a secure video call—no need to meet a notary in person or wait for an appointment.
We protect your documents and personal data by following strict security and privacy standards.
Common mistakes
- Failing to review the original trust agreement before making amendments.
- Not obtaining the required signatures from authorized officers.
- Omitting the effective date of the amendment.
Why use this form online
- Easy access to downloadable templates drafted by licensed attorneys.
- Convenient editing options to tailor the amendment to specific needs.
- Reliable storage and retrieval of important legal documents.
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FAQ
Create an amendment to your trust. Type the amendment so that it specifically states the trustee that you wish to add. Indicate whether you wish to remove an existing trustee, in addition to naming a new one. Specify that the trustee you are adding is a co-trustee, rather than a successor trustee.
Of course you can, however, "Codicil" is an amendment to a will. Amending a trust called "Amendment" to the trust, even if it is just amending a trustee's name. It needs to be notarized and some specific language to be sufficient.
An amendment to a trust is not required to be notarized or witnessed unless the terms of the original trust require it.
Yes,it us quite possible to change any trustee of a charitable trust. The procedure for bringing this change is to pass a resolution in the meeting of the board of trustees related to the issue. There should be a genuine reason for the change.
Generally speaking, a living trust's grantor (the person who created the revocable living document) may appoint or remove trustees during their lifetime without hiring an attorney. The grantor can accomplish this by either creating an amendment to it or by revoking the original document and creating a new trust.
Go to Fidelity.com/openaccount or call 800-343-3548. Use this application to open a Fidelity Account® for a trust. To open other account types, visit Fidelity.com/openaccount for the appropriate form.For domestic trusts, certification of trust can be accomplished by signing this form.
Locate the original trust. The grantor must locate the original trust documents and identify the specific provisions that require amendment. Prepare an amendment form. Get the amendment form notarized. Attach amendment form to original trust.
Find living trust forms online. Be as clear as possible. Include specific language. Have the amendment notarized. Keep your trust document and amendment together in a safe place. Alternatively, do what is called a restatement of the trust. Revoke your trust.
Just about any writing will suffice to make a valid Trust amendment. Having the writing typed is not legally required. That's really the point of Trust amendments, to allow a Settlor to express his or her intent as easily as possible. As long as the Trust terms are followed, any writing will do.
