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TRUSTEES ACCOUNT APPLICATION Questions? Call 18662499443Instructions: Use this application to open a WAIF Account for funds controlled by a Trustee. If this is your Entities first WAIF Account, you must
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It is a form used to apply for a trusteed account.
The trustees or administrators of the trust are required to file.
The form must be completed with accurate information about the trust and its beneficiaries.
The purpose is to establish a trusteed account for proper management of funds.
Information about the trust, trustees, beneficiaries, and assets must be reported.
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