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CERTIFICATION OF TRUST
The undersigned Trustors and Trustees, personally appeared before the
undersigned witnesses and Notary Public in and for said county and state, the
undersigned Trustors and Trustees, who after being first duly sworn states and
certifies on oath the following:
The undersigned Trustors/Settlors and Trustees hereby certify the following:
1 . This Certification of Trust refers to the Enter Name of Trust , dated
Enter Date Trust Was Established , and any amendments thereto, Enter
Names of Trustors/Settlors executed by as Trustors/Settlors. Any property
owned by the Trust may be taken in the name of the Enter Name of Trust .
2. The address of the Trustors/Settlors is:
Enter the Address of the Trustor/Settlors; This will be the account address.
3. The initial Trustees of the Trust are:
Enter the Name of One of the Initial Trustees
Enter the Name of the Other Initial Trustee
4. The Trustees currently serving are:
Enter the Name of One of the Current Trustees (May be Same as Initial
Trustee)
Enter the Name of the Other Current Trustee (May be Same as Initial
Trustee)
5. Check the applicable box and complete the information:
The Social Security Number of either Trustor may be used
as the Taxpayer
Identification Number (TIN) or (EIN) for the trust.
Enter Trustor's Name ’s Social Security Number is xxx-xx-xxxx .
Enter Other Trustor's Name ’s Social Security Number is xxx-xx-
xxxx .
The Taxpayer Identification Number (TIN) or (EIN) for the Trust
is Enter Tax ID for Trust .
6. Notwithstanding any other provisions of our Trust Agreement, if any of
the following is serving as a Co-Trustee of any Trust under our Trust
Agreement, such Co-Trustee may make decisions and bind our Trust in
the exercise of all powers and discretion granted to the Trustees without
the consent of any other Trustee:
Enter Name of Any Co-Trustee Not Identified in #3 or #4 Above
Enter Name of Any Co-Trustee Not Identified in #3 or #4 Above
7. Our Trustees under our Trust Agreement are authorized to acquire, sell,
convey, encumber, lease, borrow, manage and otherwise deal with
interests in real and personal property in our Trust name. The Trust also
includes the power to mortgage real property, open and maintain deposit
accounts, lines of credit, and transaction accounts with a Credit Union,
endorse negotiable instruments, make deposits, make withdrawals,
execute loan documents, pledge personal property, and do all other
business with the Credit Union as contemplated in any agreement signed
by the Trustee. In addition to the above general powers the Trustee has
the power to: Describe Any Other Powers Give To Any Trustee . All
powers of our Trustees are fully set forth in Article List Article/Section # of
Trust Where Powers are Described and Attach Only Specific Page(s) to
This Document of our Trust Agreement which is attached hereto.
8. Check the applicable box:
The Trust is Revocable and the Trust has not been revoked and
there have been no amendments limiting the powers of our
Trustees over trust property.
The Trust is Irrevocable and is valid and existing at this time.
NOTE: _________________ CREDIT UNION DOES NOT
ACCEPT IRREVOCABLE TRUST ACCOUNTS.
9. No person or entity paying money to or delivering property to our
Trustees shall be required to see to its application. All persons relying on
this document regarding our Trustees and their powers over trust property
shall be held harmless for any resulting loss or liability from such reliance.
A copy of this Certificate of Trust shall be just as valid as the original.
Trustees certify that they will inform ________________ Credit Union of any
change or Amendment to the Trust or Trust Agreement that would affect the
powers of the Trustees, the names of the Trustees, the revocability of the Trust,
or the Name of the Trust.
This Certification of Trust is being made to ________________ Credit Union to
entice the Credit Union to provide services to the Trust. False statements made
herein may violate State and Federal Law. Statements herein are made as sworn
statements and subject to perjury if falsely made.
The undersigned certify, swear, subscribe and affirm that the statements in this
Certification of Trust are true and correct and that it was executed in the County
of Enter County in Alabama Where Document is Being Executed , Alabama.
In Witness Whereof, I have hereunto set my hand and seal on this the ____ day
of _________ , 20 ___ .
Trustors/Settlors:
_______________________ _______________________
Type Name of the Above Trustor/Settlor Type Name of the Above Trustor/Settlor
Trustees:
_______________________ ________________________
Type Name of the Above Trustee Type Name of the Above Trustee
Witness:
_________________________ _________________________
Signature of First Witness Signature of Second Witness
__________________________ __________________________
Printed Name of First Witness Printed Name of Second Witness
Form Revised: September, 2007
STATE OF ALABAMA )
SS
COUNTY OF __________ )
I the undersigned, a Notary Public in and for said County and State, hereby
certify that ____________ , Trustors/Settlors and ______________ , Trustees,
whose names are signed to the foregoing instrument and who are known to me,
Swore to, Subscribed to and Acknowledged before me on this day that, being
informed of the contents of the instrument, they executed the same voluntarily on
the day the same bears date.
Given under my hand on this _____ day of _____________ , 20 ____ .
____________________ __________________________
My Commission Expires Notary Public
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FAQs
Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
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