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Citibank Trust Account Application Form

Citibank Trust Account Application Form

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Video instructions and help with filling out and completing Citibank Trust Account Application Form

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Instructions and help about citibank iolta account

I'm going to tell you how to set up your trust account at the bank so save this because you'll need it step one you need a trust in this video I'll talk about a revocable trust if you don't have a revocable trust go to see an estate planning lawyer or go to my link for my Advocate when that trust is set up one of the main things you have to do is fund it and setting up a trust account is critical to funding check with your bank just to make sure that they allow trust accounts most of the major Banks do allow trust accounts but check with them just to be sure a trust account can be created by any of the trustees named in the trust some banks allow you to do this online but if you haven't done it before I'd suggest just going down to the bank they're going to want to see some evidence that you have a trust within your documents you should have a certificate or certification of trust check with the bank beforehand to see what documents they require also be sure to take two forms of identi

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