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Thoughtful planning and the right type of accounts can help ensure your family’s financial security for years to come. When you open a checking, savings or CD in the name of a Trust, you’ll get the tools you need to help grow your savings now, and an account designed to make access easier for your Trustees later.

Step 1

Establish a formal Trust.

If you haven’t already, speak with a financial professional or estate attorney to go over your options. They’ll guide you through the different types of Trusts and help you find the one that best suits your needs.

Step 2

Gather your documents.

We’ve made setting up an account in the name of a Trust as simple as possible. You can easily apply online, and we’ll have you upload pages from the Trust agreement along the way to complete the application.

We’ll need copies of:
  • The pages describing the Trust, including the formal name of the Trust, Grantors and Trustees
  • The notarized signature page with Grantor and Trustee signatures – in some states, there may be a separate page completed by the notary
  • Any amendments to the original Trust
  • Pages with Trustee powers and provisions related to incapacity or death of a Trustee
  • Page listing the beneficiaries who will receive the funds if the Grantor of the Trust passes away
Also include the following documents if anyone named as a Trustee or beneficiary is deceased:
  • A copy of the death certificate
  • For Testamentary Trusts, provide the cover page of the Will, any portions describing the Trust, signature page and notary page
Other ways to send your documents

Step 3

Apply for an account online.

After you select a product in our online application, make sure to indicate it’s for a Trust before you move on to the next steps. Then, you’ll need to provide Trust agreement, Grantor and Trustee information.

Apply Now

A customer care associate will review your documents and let you know if we need more information. Once your account is open, you’ll receive a Welcome Kit in the mail and can fund your account.

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Find the right type of account for you.

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