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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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What is what does oak trust?
Oak Trust is a legal entity that holds property or assets on behalf of beneficiaries.
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The trustee of the Oak Trust is required to file the necessary paperwork.
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The Oak Trust paperwork can be filled out by providing information about the trust, its beneficiaries, and its assets.
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The purpose of Oak Trust is to protect and manage assets on behalf of beneficiaries for the long term.
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Information such as the trust name, beneficiaries, assets, and any income generated must be reported on the Oak Trust paperwork.
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