Financial Account Transfer to Living Trust - Alabama 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(s) along with your county and state. Ensure accuracy to avoid any issues later.
4. Specify the Trustee's name and the title of the Revocable Trust. This identifies who will manage the accounts moving forward.
5. List all relevant account numbers, including checking, savings, and brokerage accounts. Be thorough to ensure all assets are transferred.
6. Provide the new title for these accounts under the Trustee’s name and include their address for official records.
7. Sign and print your name as Trustor at the bottom of the form. If there are multiple Assignors, ensure all signatures are included.
8. Finally, a Notary Public must certify your signatures. Leave space for their signature and commission expiration date.

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