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

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

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Open the document and fill out all its fields.
Apply your legally-binding eSignature.
Save and invite other recipients to sign it.

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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 Minnesota, 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 MINNESOTACOUNTY OF _________________ This instrument was acknowledged before me on _____________ day of __________________, 20________ by _________________________________. ____________________________Notary PublicPrinted Name: __________________ My Commission Expires: ____________________

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