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BOARD GOVERNANCE POLICY ACKNOWLEDGEMENT OF TRUSTEE Introduction The policy titled Trustee Code of Conduct and Conflicts of Interest, provides that new Trustees (and all Trustees annually) execute
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How to fill out acknowledgement of trustee:

01
Begin by carefully reading the acknowledgement of trustee form. Make sure you understand all the instructions and requirements.
02
Fill in your name as the trustee in the designated space. Include your full legal name as it appears on official documents.
03
Provide your contact information, such as your address, phone number, and email address. This will help establish your identity as the trustee.
04
Indicate the name of the trust for which you are serving as trustee. This should be the exact name of the trust as stated in the trust agreement.
05
State the date on which you accepted the role of trustee. This is usually the date you signed the trust agreement or the date specified in the agreement itself.
06
Sign and date the acknowledgement of trustee form in the appropriate spaces. It is important to sign using your full legal name to ensure validity.
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If required, have the acknowledgement of trustee form notarized. Some jurisdictions may require notarization to authenticate the document.

Who needs acknowledgement of trustee?

01
Individuals serving as trustees: If you have been appointed as a trustee for a trust, you will need to complete an acknowledgement of trustee form. This document acknowledges your acceptance of the role and your understanding of the responsibilities associated with being a trustee.
02
Beneficiaries of the trust: Beneficiaries may also request a copy of the acknowledgement of trustee form to ensure that the appointed trustee has formally accepted their role and responsibilities.
03
Financial institutions: Banks, investment firms, and other financial institutions may request an acknowledgement of trustee form as part of their due diligence process when dealing with trust-related transactions. This helps them verify the authority of the trustee to act on behalf of the trust.
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Acknowledegment of trustee is a document signed by the trustee acknowledging their role and responsibilities.
The trustee or their authorized representative is required to file the acknowledgement of trustee.
The acknowledgement of trustee can be filled out by providing the trustee's name, contact information, and signature.
The purpose of acknowledgement of trustee is to formally recognize the trustee's acceptance of their role and responsibilities.
The acknowledgement of trustee must include the trustee's name, contact information, and signature.
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2010 MPERS Acknowledgement1 affirms GOVERNANCE referenced applicable affirm ACKNOWLEDGEMENT annually titled satisfies TRUSTEE Revised Trustees faithfully Conflicts typed

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