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Rev. FACTS 03×2015 WHAT DOES Oak Trust Credit Union DO WITH YOUR PERSONAL INFORMATION? Why? Financial companies choose how they share your personal information. Federal law gives consumers the right
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Oak Trust is a legal entity that holds property or assets on behalf of beneficiaries.
The trustee of the Oak Trust is required to file the necessary paperwork.
The Oak Trust paperwork can be filled out by providing information about the trust, its beneficiaries, and its assets.
The purpose of Oak Trust is to protect and manage assets on behalf of beneficiaries for the long term.
Information such as the trust name, beneficiaries, assets, and any income generated must be reported on the Oak Trust paperwork.
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