Hi,
I am in the process of creating a trust account in TresuryDirect. I have couple of questions regarding the same,
[1] During this process, we need to specify the registration name of the trust - which should be 150 characters max. The registration name for our trust looks like
Person A and B, and successors in trust, as Trustees of THE A-B LIVING TRUST DATED NOVEMBER 1ST, 2022 ---> (A and B are for anonymity).
The problem is that this name is > 150 characters. Has anyone faced similar issue in the past? If yes, how did you resolve it?
[2] After creating the trust account, would we need to submit any documentation for verification? If yes, how long does it take to complete this process?
Thanks in advance.
I am in the process of creating a trust account in TresuryDirect. I have couple of questions regarding the same,
[1] During this process, we need to specify the registration name of the trust - which should be 150 characters max. The registration name for our trust looks like
Person A and B, and successors in trust, as Trustees of THE A-B LIVING TRUST DATED NOVEMBER 1ST, 2022 ---> (A and B are for anonymity).
The problem is that this name is > 150 characters. Has anyone faced similar issue in the past? If yes, how did you resolve it?
[2] After creating the trust account, would we need to submit any documentation for verification? If yes, how long does it take to complete this process?
Thanks in advance.
Statistics: Posted by shriram — Fri Dec 15, 2023 11:45 pm — Replies 0 — Views 36