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CONSENT TO EXAMINE TRUST ACCOUNT NORTH DAKOTA REAL ESTATE COMMISSION SON 12160 (09/2021)1120 College Dr Ste 204 Bismarck ND 58501 Phone: (701) 3289749 Email: ndrec@nd.gov Website: realestatend.this
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How to fill out trust account forms

01
Gather all necessary information and documents such as name of trust, names and contact details of trustees, beneficiaries, and settlor.
02
Complete the trust account form by providing accurate information on trust assets, liabilities, income, and expenses.
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Double check the form for any errors or missing information before submitting.
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Submit the completed trust account form to the appropriate financial institution or governing body.

Who needs trust account forms?

01
Any individual or entity acting as a trustee of a trust.
02
Professional fiduciaries managing trust funds on behalf of clients.
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Legal representatives handling trusts for clients as part of estate planning or asset management.
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Trust account forms are documents used to report on the activity of a trust account, which holds funds on behalf of clients or beneficiaries.
Individuals or entities that hold funds in a trust account are required to file trust account forms.
Trust account forms can be filled out by providing information about the activity of the trust account, including deposits, withdrawals, and interest earned.
The purpose of trust account forms is to ensure transparency and accountability in the handling of funds held in trust.
Information that must be reported on trust account forms includes the names of the account holders, the account balance, and details of any transactions.
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