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Open a Personal Trust Account

Order or Download a Kit It's easy to get started. You must have a pre-existing trust to establish this type of account, and the account can only be funded by check. Only the trustee of a personal trust (under a Social Security number) can complete this online application and fund the account. All other trust accounts must be opened with a paper application.

To complete an application for a trust online, you'll need the following information:

Important Information:

  • All account owners and beneficiaries must be U.S. citizens or resident aliens with a U.S. mailing address and residential address (if different than mailing address), or a military address if in the armed forces.
  • We can not accept third-party, credit card, or starter checks.
  • You must have Adobe Acrobat Reader to view certain forms.

Representatives are available at 1-800-359-3379 if you have any questions during the process.

  • Not FDIC Insured
  • No Bank Guarantee
  • May Lose Value