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BUREAU OF INDIANUpdated: 4/14/2020OFFICE OF TRUST SERVICES New Employee System Accesses OnBoarding Checklist and Guide Purpose: To guide the new hire employees through the systems onboarding processes
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The Office of Trust Services is a governmental body that oversees the management of trust funds and ensures that fiduciary responsibilities are met.
Individuals or entities that manage trust funds or act as fiduciaries are typically required to file with the Office of Trust Services.
To fill out the Office of Trust Services forms, one must provide relevant information about the trust, including details about the trustees, beneficiaries, and the trust assets.
The purpose of the Office of Trust Services is to ensure proper management and accountability of trust funds, protect beneficiaries, and uphold fiduciary standards.
Information that must be reported includes details about the trust, its assets, income generated, expenses, and any changes in trustees or beneficiaries.
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