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ADP Clearing & Outsourcing Services, Inc. Limited Partnership Change of Trustee Instructions Reset Form ACTS Control Number FBO (Investor's Name) Units Original Purchase Cost Partnership Name and

How to fill out change of trustee instructions

How to fill out change of trustee instructions:

Start by obtaining the necessary form:

1. Visit the official website of the entity overseeing the trust or consult with your attorney to obtain the correct form for changing trustees.
2. Ensure you have the most recent version of the form to avoid any complications.

Gather required information:

1. Review the form and make a list of all the information and documentation you will need to complete it.
2. This may include details about the current trustee, the new trustee, the trust itself, and any supporting documents or evidence.

Provide identification and credentials:

1. Fill in your personal details as the person initiating the change of trustee instructions.
2. Attach any necessary identification documents, such as your driver's license or passport, to verify your identity.

Identify the current trustee:

1. Enter the name, contact information, and any identification details of the current trustee.
2. If there are multiple trustees, provide the same information for each trustee.

Specify the new trustee:

1. Enter the name, contact information, and any identification details of the new trustee.
2. Include any supporting documentation or evidence that demonstrates the new trustee's qualifications or suitability for the role.

Describe the reasons for the change:

1. Clearly state the reasons why you are seeking a change of trustee.
2. This may include the current trustee's incapacity, resignation, conflict of interest, or any other valid grounds for the change.

Provide supporting documentation:

1. Attach any necessary supporting documents to validate the reasons for the change of trustee.
2. This could include resignation letters, medical reports, legal agreements, or any other relevant paperwork.

Add signatures and dates:

1. Ensure that all necessary parties involved in the change of trustee process sign and date the form.
2. This may include the current trustee, the new trustee, and any other required individuals with a legal interest in the trust.

Review and submit:

1. Before submitting the form, carefully review all the information provided to ensure its accuracy and completeness.
2. Make copies of the completed form and all supporting documents for your records.

Who needs change of trustee instructions?

1. Individuals or entities looking to transfer the administrative responsibilities and decision-making authority of a trust from one trustee to another may need change of trustee instructions.
2. This can occur in situations where the current trustee is no longer able or willing to fulfill their duties, or when a trust is being restructured due to changes in financial or legal circumstances.
3. The need for change of trustee instructions can arise in various scenarios, such as family trusts, charitable trusts, business trusts, or any other form of trust where a new trustee needs to be appointed or an existing trustee needs to be replaced.

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