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01. Edit your merrill lynch trustee certification form online
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How to use or fill out bank of america trustee certification form with DocHub
- 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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