Financial Account Transfer to Living Trust - District of Columbia 2025

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering the date of the assignment in the designated field. This should reflect the day you are completing the form.
3. Fill in your name as the Assignor, along with your county and state information. Ensure accuracy for legal purposes.
4. Next, provide the name of the Trustee and specify the title of the trust. This is crucial for identifying who will manage the assets.
5. List all relevant account numbers under each category (Checking, Savings, Brokerage) along with their respective financial institutions. Double-check these entries for correctness.
6. In the section regarding cash and securities, confirm that all assets intended for transfer are included.
7. Complete the signature fields at the bottom of the document. Both Trustors must sign and print their names clearly.
8. Finally, ensure that a Notary Public acknowledges your signatures by filling out their information in the provided section.

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