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Certification of Trust and Request for Continued Payment of Monthly Allowance to a Trust 888 Callers (or 8882257377) TTY: (877) 2497442 Complete this form only if you are the successor trustee(s)
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What is certification of trust?
A certification of trust is a legal document that verifies the authority of a trustee to act on behalf of a trust. It serves as evidence of the trust's existence and the trustee's powers without needing to disclose the entire trust agreement.
Who is required to file certification of trust?
Typically, a trustee or the person responsible for managing the trust assets is required to file a certification of trust when establishing their authority to manage the trust for third parties.
How to fill out certification of trust?
To fill out a certification of trust, you need to provide information such as the trust's name, date of creation, the trustee's name and address, and a summary of the trustee's powers. It may also require signatures from the trustee and, in some cases, a notary.
What is the purpose of certification of trust?
The purpose of a certification of trust is to provide proof of the trustee's authority and to simplify transactions involving the trust without disclosing sensitive details of the full trust agreement.
What information must be reported on certification of trust?
Certification of trust must report the trust's name, the date of creation, the current trustee's name and contact information, the powers of the trustee, and any limitations on those powers.
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