Section 16.88 Brokerage Certification of Trust Investment Powers

• Library: Estate Planning 2013 Forms

TRUSTEE CERTIFICATION OF INVESTMENT POWERS

Use this Form to establish, add or change Trustee information on a Trust account. Please complete all sections and submit with a copy of the first page and signature page of the Trust document. The Trustees authorized on this form will supersede any earlier designations. If you have any questions, please contact your Financial Consultant or a New Account Specialist.

TRUST INFORMATION			Brokerage Account Number
Name of Trust(Title)
Social Security Number of Taxpayer ID Number		Date of Trust
Grantor		For the Benefit of
Legal Address (Required information- No P.O. Boxes)	City			State	Zip
Mailing Address (If different than Legal Address)	City			State	Zip

CERTIFICATION OF INVESTMENT POWERS

A. To: "ABCD" or "You" and XYZ

The undersigned certify that the Trust indicated in Section 1 has the following Trustees (attach an additional Form if necessary)

TRUSTEE INFORMATION - First Trustee

Trustee Name			Social Security Number or Taxpayer ID# Date of Birth
Citizenship: [ ] U.S. [ ] Resident Alien [ ] Other- Indicate Country:			U.S. Driver's License Number I State of Issuance
Legal Address (Required information- No P.O. Boxes)	City				State			Zip
Mailing Address (If different than Legal Address)	City				State			Zip
Home Phone		Work Phone
Employment Status: [ ] Employed [ ] Not Employed [ ] Retired		If Retired or Unemployed, List Source of Income:
Name of Employer		Type of Business				Occupation
Company Address:		City		State			Zip
AFFILIATIONS - Are you affiliated with or employed by a stock exchange, or a member firm of an exchange or the WASD,a municipal securities broker? [ ] NO [ ] Yes (If yes, complete information below) Name of Employer Employer's Address If you have answered Yes, notice of your intent to open an account will be sent to your employer in accordance with current regulations* Are you a "control person" or affiliate of a...