Form tru7945a agency 2025

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The document is an 'Edward Jones Trust Company Managing Agency Account Authorization and Agreement Form' for trust and fiduciary accounts. It outlines the necessary information for account holders, including their names, addresses, and capacities. The form requires signatures from all fiduciaries involved, certifying their authority and understanding of the agreement's terms, including fee structures and compliance with applicable laws. Additionally, it includes a W-9 certification section for tax identification purposes and mentions a binding arbitration provision.

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Click ‘Get Form’ to open the tru7945a agency form in the editor.
Begin by filling out the Account Holder Information section. Enter the names of all account holders, their address, city, state, and ZIP code. If applicable, include the Trust/Estate/Etc. Name and an optional email address.
In the Account Authorization section, ensure that all co-fiduciaries sign and initial as required. Review the terms of the Edward Jones Trust Company Managing Agency Account Agreement carefully before signing.
Complete the W-9 Certification by entering your Taxpayer Identification Number and confirming your status regarding backup withholding. Make sure to print your name or entity’s name registered with the IRS.
Finally, have all account holders sign and date where indicated. Ensure that each signature is accompanied by their capacity/title and Social Security Number.

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Versions	Form popularity	Fillable & printable
2014	4.8 Satisfied (172 Votes)
2013	4.3 Satisfied (72 Votes)

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