Fiduciary account application: Fill out & sign online

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Click ‘Get Form’ to open the fiduciary account application in the editor.
Begin by filling out the 'Account Information' section. Provide your primary member name, social security number, and contact details including home, work, and cellular phone numbers.
Complete the 'Member Eligibility' section by selecting the appropriate account type from options such as UTMA, Estate Account, or Revocable Living Trust Account. Ensure you have any required documents ready for upload.
In the 'Person Establishing Account' section, enter details for each individual involved. This includes names, social security numbers, and contact information.
Designate beneficiaries if applicable in the 'Beneficiaries Allowed for Trust Accounts Only' section. Fill in their names and contact details accurately.
Review all entered information for accuracy before proceeding to sign the form electronically using our platform’s signature feature.

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