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How to use or fill out the Totten Trust Form with our platform
- Click ‘Get Form’ to open the Totten Trust form in the editor.
- Enter your CEFCU account number in the designated field.
- Check the box and enter the suffix for each account where you wish to add beneficiaries, ensuring you complete this for all applicable accounts.
- List the names of any current trustees or co-trustees on the account in the provided section.
- Fill out all required beneficiary information, including name, address, Social Security Number, date of birth, and relationship to trustee. If you have more than six beneficiaries, please use an additional form.
- Print the completed form using our platform’s print feature.
- Ensure that all current trustees sign the form before mailing it to CEFCU at P.O. Box 1715, Peoria, IL 61656-1715. Note that beneficiary signatures are not required.
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| Versions | Form popularity | Fillable & printable |
|---|---|---|
| 2012 | 4.8 Satisfied (140 Votes) |
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