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1. The name s of the person s who created the trust settlor s or trustor s are 2. The name s of all current trustee s of the trust are 2nd 3rd. IF THE TRUSTOR S IS/ARE ALSO THE TRUSTEE S UNDER THE TRUST INSTRUMENT AND HAVE CHECKED THE BOX IN SECTION 3 ABOVE THE TRUSTEE S /TRUSTOR S MAY SIGN ONCE AND CHECK BOTH BOXES UNDER THEIR SIGNATURE. Signature As Trustor Trustee FOR CREDIT UNION USE ONLY ChexSystems OFAC ODP A-9notice CIP Eligibility Opened/Updated by/Date Membership Officer Approval....
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