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Merrill lynch trustee certification form

Bank of america trustee certification form 2026

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The Trustee Certification Form is a document used by trustees of domestic revocable or irrevocable trusts to establish and maintain cash securities accounts with Merrill Lynch. It requires trustees to certify the trust's validity, provide details about the trust and its grantors, and authorize specific investment activities. The form mandates notarization of signatures and outlines the responsibilities of trustees regarding distributions, investment powers, and communication with Merrill Lynch.

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Click ‘Get Form’ to open the bank of america trustee certification form in our platform.
Begin by entering the MLPF&S account numbers for each trust account in the designated fields.
Specify the governing law of the trust by filling in the state or U.S. jurisdiction.
Complete either section A or B regarding the creation of the trust, providing necessary details about the decedent or grantor.
Indicate whether the trust is revocable or irrevocable by checking the appropriate box.
List all current trustees' names and provide contact information for a representative individual in case of any changes.
Review and complete sections regarding distribution powers, investment authority, and any additional authorizations as required.
Ensure all current trustees sign and have their signatures notarized before submitting the form.

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