Financial Account Transfer to Living Trust - Wisconsin 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering the date of the assignment in the designated field. This is crucial for legal documentation.
3. Fill in your name as the Assignor, along with your county and state of residence. Ensure accuracy for proper identification.
4. Next, input the name of the Trustee and the title of the Revocable Trust. This identifies who will manage the assets.
5. List all relevant account numbers under Checking and Savings Accounts, ensuring each entry is complete and accurate.
6. Include any Brokerage Account numbers as necessary, confirming that all accounts are accounted for in this transfer.
7. Finally, sign and print your name at the bottom of the form. If there are multiple Assignors, ensure all signatures are included.
8. Complete the notary section by having a Notary Public acknowledge your signatures, which adds legal validity to your document.

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