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Click ‘Get Form’ to open the Wells Fargo Trust Account Application in our platform.
Begin by filling out the Registration and Mailing Address section. Ensure you provide the entity name, street address, and taxpayer ID number as required by federal law.
Select your entity type from the options provided, such as Corporation or Limited Liability Company (LLC). If applicable, attach the necessary documentation like Articles of Incorporation.
In the Fund and Cost Basis Election section, list your selected funds and initial investment amounts. Choose a cost basis reporting method that suits your tax situation.
Complete the Bank Instructions for Redemptions and Cash Distributions section if you wish to set up electronic fund transfers. Provide bank account details accurately.
Fill out the Authorized Individuals section, ensuring you specify roles such as Authorized Signers or Information Only individuals.
Finally, review all sections for accuracy before signing at the end of the application. Ensure all required documents are attached before submission.

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How much money is required to open a trust account?

There is no minimum You can create a trust with any amount of assets, as long as they have some value and can be transferred to the trust. However, just because you can doesnt necessarily mean you should. Trusts can be complicated.

Which bank offers a trust account?

At Metro Bank, you have a number of options available for transacting and making payments from your Trust Account: Online Banking.

What is the best bank to open a trust account?

Having served generations of families, we have the knowledge, resources and experience to administer trusts and estates with sensitivity and professionalism. Bank of America is ranked #1 as the largest provider of personal trust services with $130.4B under management.

Does Wells Fargo have trust bank accounts?

Trust Services are available through Wells Fargo Bank, N.A. and Wells Fargo Delaware Trust Company, N.A.

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