To open an account titled in the name of a trust, you will need to complete a Trust Account Agreement and provide a copy of the first page showing how the trust should be titled, a copy of the page designating the trustees, and the page naming the successors.
Trust Account
A Trust account is opened by an individual and managed by a designated trustee or trustees for the benefit of a third party in accordance with agreed-upon terms.
To open a trust account, you must provide the following:
Certificate of Trust
TIN or SSN for Trust
The trustees must be within our field of membership which means they must live, work, learn or worship within the 5 county area of Duval, Nassau, Baker, St. John’s of Clay County or they must be the family member of an existing member.
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