Get Trustee Certification Form(pdf) - Fidelity

A certification of trust (or "trust certificate") is a short document signed by the trustee that simply states the trust's essential terms and certifies the trust's authority without revealing private details of the trust that aren't relevant to the pending transaction.

The Trustees represent, warrant and certify that they have the full authority under the Trust to buy, sell, exchange, convert, tender, redeem and withdraw assets, including the delivery of assets to and from the Trust account and to third parties.

Look for an attorney to draw up the paperwork. In addition, you can go online and use a legal website, to search for a copy of a recorded living trust, or forms on a CD to make the living trust. Sign the living trust in front of a notary public to notarize it.

A certification of trust (or "trust certificate") is a short document signed by the trustee that simply states the trust's essential terms and certifies the trust's authority without revealing private details of the trust that aren't relevant to the pending transaction.

What is the reason for this Trust Certification? The Trust Certification provides the third party with assurances that the Trustees, under the Trust Agreement, have the power to buy, sell, borrow or conduct particular business or personal transactions.

Look for an attorney to draw up the paperwork. In addition, you can go online and use a legal website, to search for a copy of a recorded living trust, or forms on a CD to make the living trust. Sign the living trust in front of a notary public to notarize it.

A: An affidavit of trust and a certificate of trust are essentially the same thing. At least they serve the same functions. Simply put, an affidavit of trust is an abbreviated version of the trust agreement that provides general information about the terms of the trust.

The Trustee Certification Form is also for use by trustees of revocable or irrevocable trusts for which the trustees delegate the performance of their discretionary duties to an investment advisor(s) or other agent(s). NAMES OF TRUSTEES The names of all current trustees must be included.

A: An affidavit of trust and a certificate of trust are essentially the same thing. At least they serve the same functions. Simply put, an affidavit of trust is an abbreviated version of the trust agreement that provides general information about the terms of the trust.

Notarizing Your Trust Certification You should sign the certification in front of a notary public. If you and your spouse or partner made the trust together, you both need to sign the certification. If one has died, the survivor can make a certification.