Fill and Sign the Instructions for Transferring Assets to Your Trust Interactive Form

Financial Account Transfer to Trust Page 1 of 2 FINANCIAL ACCOUNT TRANSFER TO TRUST To: _______________________ _____________________________________________________________________ THIS Assignment, is being made on this the ________ day of _______________, 20_____, by _______________________, _______________________ County, State of New Jersey, 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: _______________________ Financial Account Transfer to Trust Page 2 of 2State of New Jersey, County of __________________I CERTIFY that on the ______ day of ____________, 20______ ______________________________ personally came before me and acknowledged under oath to my satisfaction, that this person (or if more than one, each person):a) is named in and personally signed the attached document; b) signed and delivered this document as his/her/their act and deed; and (add for a deed)c) the full and actual consideration paid or to be paid for the transfer of title is $__________________. (Such consideration is defined in NJSA 46:15-5).Notary Public Type or Print NameState of New Jersey, County of __________________I CERTIFY that on the ______ day of ____________, 20______ ______________________________ personally came before me and acknowledged under oath to my satisfaction, that this person (or if more than one, each person):a) is named in and personally signed the attached document; b) signed and delivered this document as his/her/their act and deed; and (add for a deed)c) the full and actual consideration paid or to be paid for the transfer of title is $__________________. (Such consideration is defined in NJSA 46:15-5).Notary Public Type or Print Name