Financial Account Transfer to Living Trust - Tennessee 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, specify the Trustee's name and the title of the Revocable Trust. This identifies who will manage the assets post-transfer.
5. List all relevant account numbers under Checking and Savings Accounts, ensuring each entry is clear and complete.
6. Include any Brokerage Account numbers as applicable, maintaining consistency with your financial records.
7. Provide the Trustee's name again for clarity, followed by their address to finalize the document.
8. Sign and print your name at the bottom of the form. If there are multiple Assignors, ensure all signatures are included.
9. Lastly, arrange for a Notary Public to witness your signature and complete their section to validate the document legally.

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