Financial Account Transfer to Living Trust - South Dakota 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 name of your revocable trust. This identifies who will manage the accounts after transfer.
5. List all relevant account numbers under 'Checking Account' and 'Savings Account' sections. Include details for each account accurately.
6. In the section for brokerage accounts, enter any applicable account numbers to ensure a complete transfer of assets.
7. Finally, sign and print your name at the bottom of the form. If there are multiple Assignors, ensure all signatures are included.

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