Wells fargo certification of trust form 2026

1. Click ‘Get Form’ to open the Wells Fargo Certification of Trust form in the editor.
2. Begin by entering the name of the trust and its date at the top of the form. This identifies your trust clearly.
3. In Section 1, provide the full names of the settlor(s)/trustor(s) and trustee(s). Ensure accuracy as this information is crucial for legal purposes.
4. Designate successor trustees by filling in their names. This ensures continuity in management of the trust.
5. Indicate whether you are a sole trustee or if there are co-trustees by checking the appropriate box. This clarifies authority.
6. Complete Section 2 by confirming your signature authority and whether the trust is revocable or irrevocable.
7. Fill in the tax identification number for the trust in Section 3, which is necessary for tax reporting.
8. Attach any required documents as specified in Section 4, ensuring all signatures are notarized as per legal requirements.

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