I want to add my personal accounts to my Trust.
To add your personal accounts to your Trust, simply add your Trust as a beneficiary to your Freedom Savings, Freedom Spending, and/or Premium Checking account(s). Upon death of the account holder(s), the funds in the account(s) will transfer to the Trust.
There is no fee to add your trust as a beneficiary to your account(s).
How do I add my Trust as a Beneficiary?
Submit the following to businessteam@oldglorybank.com:
1. A completed Trust as Beneficiary form
2. A copy of your SIGNED Trust or Trust Certificate or Declaration of Trust.
It needs to show:
- Name of the Trust
- Date
- Trustee(s)
- Signature of the Grantor (typically the initial trustee)
What happens next?
- We will review your Trust to determine if the trust meets our criteria as a beneficiary.
- Your trust will be added as a beneficiary, and we will let you know it has been added.