• If the Trust is reporting under the deceased social security number, Successor TTEE(s) will need to apply for a TIN and open a new Trust account. Proof of successor TTEE must be on file if not a copy of the Trust Agreement must be provided showing the Successor TTEE(s) along with a copy of the death certificate and journal request.
  • If the Trust already has a TIN, New Trust Certification of Investment Powers (TCIP) is required, a copy of the Death Certificate and Trust Agreement showing Successor TTEE (if not already on file)