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Wisp ACT Trustee RFP DRAFT November 7, 2014DRAFTREQUEST FOR PROPOSAL
FOR
CORPORATE TRUSTEE
TO
WISP ACT, INC.,
(Wisconsin Pooled and Community Trusts)a 501(c)(3) nonprofit organization
November 10,
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What is corporate trustee?
A corporate trustee is a trust company or financial institution that is appointed to manage assets on behalf of a trust.
Who is required to file corporate trustee?
Any entity or individual that has been appointed as a corporate trustee for a trust is required to file.
How to fill out corporate trustee?
The corporate trustee must complete the necessary forms provided by the governing authority and submit them with the required information.
What is the purpose of corporate trustee?
The purpose of a corporate trustee is to administer and manage assets held in a trust in accordance with the terms of the trust agreement.
What information must be reported on corporate trustee?
The information that must be reported on a corporate trustee includes details of the trust, the assets held in the trust, and any transactions carried out by the trustee.
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