Trust activities information 2026

1. Click ‘Get Form’ to open the trust activities information document in the editor.
2. Begin by indicating the state for which you are submitting the application. This will be referred to as the 'Host State' throughout the form.
3. In section 1, mark an 'X' in the appropriate box to indicate whether your institution is a subsidiary of a depository institution, financial holding company, or other specified types.
4. Provide detailed information about your institution, including corporate name, parent entity details, and Federal Employer Identification Number in section 2.
5. Describe the trust activities proposed in section 4. Be specific about how these activities will be conducted in the Host State.
6. Complete sections regarding corporate structure and financial projections for clarity on your institution's operations and stability.
7. Finally, ensure all required signatures are provided at the end of the document before submission.

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