Contact information

Prefix

First name *

Middle name

Last name *

Emails

Email Address *

Type

Upon submission, a copy of this form will be sent to the primary email.

PrimaryDefault email false

Addresses

Street address

Country

City

State/Region

Province/Region

Zip/Postal code

Address type

PrimaryDefault address false

Phone numbers

Phone number

Type

PrimaryDefault number false

Add phone number

What is your role in the trust?

Who asked you for this Certification of Trust?

Escrow

Escrow company name

Lender/Financial Institution

Lender or Financial Institution name

Real Estate Agent

Other

List the name

Trust Identification

Exact name of the trust as written on the trust document

Date the trust was originally signed

Has the trust been amended or restated?

Yes

List the date of each amendment or restatement.

No

Full name(s) of the Settlor(s)/Trustor(s) who created the trust

Is the trust currently revocable or irrevocable?

Revocable

Irrevocable

Became irrevocable upon a Settlor's death

Other

Please list

Current Trustees

Full name and mailing address of every currently acting trustee

Has any original trustee died, resigned, or become incapacitated?

Yes

Provide the name and date.

No

If there is more than one trustee, who must sign on behalf of the trust?

Any one trustee alone

All trustees jointly

A majority

Only one trustee serving

Tax ID and Title

Which taxpayer identification number does the trust use?

Do not enter the number here; our office will collect it securely if needed.

Settlor's Social Security Number

Trust EIN

Trust needs an EIN

Please confirm how title to trust assets is held

suggested format: "[Trustee Name(s)], Trustee(s) of the [Trust Name] dated [Date]." Edit if your trust uses different wording.

Documents and Signing

Upload the following pages of your trust: first page, trustee appointment and succession article, trustee powers article, all amendments, and the signature and notary pages. If a trustee has died, include the death certificate.

Add attachment

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Additional Document

Add attachment

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This file could not be attached because it exceeds the 50MB limit.

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How will the trustee(s) sign before a notary?

In office at TruPoint

Mobile Notary request

Own notary

Client Electronic signature

Please type your full name

Today date