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

Fill and Sign the Financial Account Transfer to Living Trust Pennsylvania 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 Pennsylvania, 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 PENNSYLVANIA COUNTY OF ______________ On this, the ____________ day of __________________, ____________, before me ________________________________________, the undersigned officer, personally appeared _____________________________________, known to me (or satisfactorily proven) to be the person whose name ______________________ subscribed to the within instrument, and acknowledged that ______________________ (he/she/they) executed the same for the purposes therein contained. In witness whereof, I hereunto set my hand and official seal. ______________________________ Notary Public Printed Name: __________________ My Commission Expires: _____________________

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  4. Click Me (Fill Out Now) to finalize the document on your end.
  5. Add and designate fillable fields for others (if required).
  6. Proceed with the Send Invite options to solicit eSignatures from others.
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