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Fill and Sign the Financial Account Transfer to Living Trust Iowa Form

Fill and Sign the Financial Account Transfer to Living Trust Iowa Form

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FINANCIAL ACCOUNT TRANSFER TO TRUST To:                         THIS Assignment, is being made on this the ________ day of _______________ , 20 _____ , by _______________________ , _______________________ County, State of Iowa, as the Assignor(s), whether one or more, and _______________________ , as Trustee of THE _______________________ REVOCABLE TRUST dated _______________ , as the Assignee. Assignor(s) do hereby assign, convey, and deliver to the Assignee all of the Assignor’s right, title, and interest in and to the following described property: Checking Account No(s):       at       . Checking Account No(s):       at       . Savings Account No(s):       at       . Savings Account No(s):       at       .       Account No(s):       at       .       Account No(s):       at       .       Account No(s):       at       . Brokerage Account No(s):       at       . This assignment includes, but is not limited to, all cash and securities held in said Accounts. These account shall hereafter be titled in the name of _______________________ , as Trustee of THE _______________________ REVOCABLE LIVING TRUST, with an address of _______________________ . TO HAVE AND TO HOLD unto the Trustee and his or her successors and assigns forever. DATED this the _____ day of ______________________, 20___. __________________________________ Trustor Signature Print Name: _______________________ __________________________________ Trustor Signature Print Name: _______________________ STATE OF IOWA COUNTY OF ______________________ On this ____________ day of ______________________, ___________, before me, a Notary Public, personally appeared __________________________________, to me known to be the person named in and who executed the foregoing instrument, and acknowledged that he/she/they executed the same as his/her/their voluntary act and deed. ______________________________ Notary Public Print Name: ____________________ (Seal, if any) My commission expires: _____________________

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  1. Log in to your account or initiate a free trial of our service.
  2. Hit +Create to import a file from your device, cloud storage, or our form library.
  3. Access your ‘Financial Account Transfer To Living Trust Iowa’ in the editor.
  4. Select Me (Fill Out Now) to finish the form on your part.
  5. Add and allocate fillable fields for others (if necessary).
  6. Continue with the Send Invite settings to solicit eSignatures from third parties.
  7. Save, print your version, or convert it into a reusable template.

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