Form preview

Get the free Totten Trust Revocation Form (PDF, 163 KB) - CEFCU

Get Form
GOTTEN TRUST REVOCATION. Use this form to revoke beneficiaries to your Gotten Trust account. To change beneficiaries to an existing Gotten Trust account, ...
We are not affiliated with any brand or entity on this form

Get, Create, Make and Sign totten trust revocation form

Edit
Edit your totten trust revocation form form online
Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.
Add
Add your legally-binding signature
Draw or type your signature, upload a signature image, or capture it with your digital camera.
Share
Share your form instantly
Email, fax, or share your totten trust revocation form form via URL. You can also download, print, or export forms to your preferred cloud storage service.

Editing totten trust revocation form online

9.5
Ease of Setup
pdfFiller User Ratings on G2
9.0
Ease of Use
pdfFiller User Ratings on G2
Use the instructions below to start using our professional PDF editor:
1
Check your account. In case you're new, it's time to start your free trial.
2
Prepare a file. Use the Add New button to start a new project. Then, using your device, upload your file to the system by importing it from internal mail, the cloud, or adding its URL.
3
Edit totten trust revocation form. Replace text, adding objects, rearranging pages, and more. Then select the Documents tab to combine, divide, lock or unlock the file.
4
Save your file. Select it in the list of your records. Then, move the cursor to the right toolbar and choose one of the available exporting methods: save it in multiple formats, download it as a PDF, send it by email, or store it in the cloud.
Dealing with documents is always simple with pdfFiller. Try it right now

Uncompromising security for your PDF editing and eSignature needs

Your private information is safe with pdfFiller. We employ end-to-end encryption, secure cloud storage, and advanced access control to protect your documents and maintain regulatory compliance.
GDPR
AICPA SOC 2
PCI
HIPAA
CCPA
FDA

How to fill out totten trust revocation form

Illustration

How to fill out totten trust revocation form:

01
Obtain the totten trust revocation form from the appropriate source, such as the bank or financial institution where the trust was established.
02
Carefully read the instructions provided with the form to ensure you understand the requirements and process for revoking the trust.
03
Fill in your personal information accurately, including your full legal name, address, and contact details.
04
Provide the necessary details about the trust, such as the name of the beneficiary, account number, and any other information requested on the form.
05
Clearly state your intention to revoke the totten trust in the designated section of the form.
06
Sign and date the form in the appropriate places as required.
07
Double-check all the information filled in the form for accuracy and completeness before submitting it.
08
Submit the completed form to the bank or financial institution that holds the totten trust account.

Who needs totten trust revocation form:

01
Individuals who have established a totten trust and wish to revoke or terminate it.
02
Beneficiaries or heirs named in a totten trust who want to ensure that the trust is properly revoked.
03
Anyone who has been designated as an executor or trustee of a totten trust but wishes to revoke their role or responsibility.
Fill form : Try Risk Free
Rate the form
4.9
Satisfied
53 Votes

For pdfFiller’s FAQs

Below 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.

The Totten Trust Revocation Form is a legal document used to revoke or cancel a Totten Trust, which is a type of payable-on-death bank account. The form allows the account holder to notify the bank that they no longer wish for the designated beneficiary to receive the funds upon their death.
Any account holder who wants to revoke a Totten Trust must file the Totten Trust Revocation Form with their bank.
To fill out the Totten Trust Revocation Form, you will need to provide your personal information, such as your name, address, and account number. You will also need to clearly state your intention to revoke the Totten Trust and provide any additional information requested by the bank.
The purpose of the Totten Trust Revocation Form is to officially revoke a Totten Trust, ensuring that the funds in the account will not be automatically transferred to the designated beneficiary upon the account holder's death.
The Totten Trust Revocation Form typically requires the account holder to provide their personal information, including their name, address, and account number. The form may also ask for additional details about the Totten Trust, such as the name of the beneficiary and any relevant account information.
When you're ready to share your totten trust revocation form, you can swiftly email it to others and receive the eSigned document back. You may send your PDF through email, fax, text message, or USPS mail, or you can notarize it online. All of this may be done without ever leaving your account.
With pdfFiller, the editing process is straightforward. Open your totten trust revocation form in the editor, which is highly intuitive and easy to use. There, you’ll be able to blackout, redact, type, and erase text, add images, draw arrows and lines, place sticky notes and text boxes, and much more.
Install the pdfFiller app on your iOS device to fill out papers. If you have a subscription to the service, create an account or log in to an existing one. After completing the registration process, upload your totten trust revocation form. You may now use pdfFiller's advanced features, such as adding fillable fields and eSigning documents, and accessing them from any device, wherever you are.
Fill out your totten trust revocation form online with pdfFiller!

pdfFiller is an end-to-end solution for managing, creating, and editing documents and forms in the cloud. Save time and hassle by preparing your tax forms online.

Get started now
Form preview
If you believe that this page should be taken down, please follow our DMCA take down process here .
This form may include fields for payment information. Data entered in these fields is not covered by PCI DSS compliance.