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Certification of Trust form MF24143 Form MF24143 for authorizing ownership of a mutual fund account

Certification of Trust form MF24143 Form MF24143 for authorizing ownership of a mutual fund account 2025

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The document is a Certification of Trust form for Thrivent Funds, requiring detailed information about the trust, grantor, and currently acting trustees. It outlines the responsibilities and authorizations of trustees, including signature requirements and state-specific disclosures. The form emphasizes the need for a valid Taxpayer Identification Number (TIN) and provides instructions for submission, while also noting that legal advice should be sought for trust-related questions.

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What is the meaning of trust certificate?

: a certificate issued and sold as one of a series by the trustee of designated trust property (as an investment trust, railroad equipment, or business trust) legally held evidencing a specified fractional equitable or beneficial interest in the trust property existing in the holder or registered owner of the

What is the purpose of a trust document?

Wills provide instructions on how to distribute your assets after you die. Trusts are legal contracts that allow you to transfer your assets, before or after death, to an account to be managed by yourself (if you are still living) or others.

What is a certification of trust in CA Probate Code?

The certificate of trust can establish the existence of terms of the trust, ing to California Probate Code 18100.5. This is often used when a trust document or deed of trust is not available and an alternative must be used.

What is a trustee certification of investment powers?

A trust certificate may need to be recorded if the trust holds title to real estate. In that case you would likely need to record the certificate with any local county office where the properties are located. That way, they have the necessary information if the trust sells the properties.

Who creates a certificate of trust?

Who Completes a Certificate of Trust? The grantor/creator of a trust completes a certificate of trust. Your trustee can then present this document to prove they are empowered to make transactions, ones such as taking loans against property in the trust to benefit your beneficiaries.

What is the certification of trust document?

A Certification of Trust is a legal document that can be used to certify both the existence of a Trust, as well as to prove a Trustees legal authority to act. Its shorter than the actual Trust document, and it can offer pertinent information without making every aspect of the Trust public.

Certification of Trust form MF24143 Form MF24143 for authorizing ownership of a mutual fund account 2025

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