Financial Account Transfer to Living Trust - Delaware 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 should reflect the day you are completing the form.
3. Fill in your name as the Assignor, along with your county and state of residence. 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 accounts.
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. Indicate that all cash and securities held in these accounts are included in this assignment by confirming this statement within the form.
7. Complete the section regarding how these accounts will be titled under the Trustee's name and address.
8. Finally, sign and print your name as Trustor at the bottom of the document. If there are multiple Assignors, ensure all signatures are included.

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