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I am a cc administrator with my sister for an estate. What documents do I need to open a trust acct, which will name my sister and I as co owners?
July 7, 2016 07:44:57 AM
In reply to MaryAlice, Baldwin
Good morning and welcome to TD Helps, MaryAlice. We are sorry for your loss.
We do offer Trust accounts. To better assist you, we welcome you to stop by a TD Bank Store location, during lobby hours to set up a Trust account at your convenience. For a list of the Store locations, hours and telephone numbers, please visit here: http://go.td.com/1f9DSJR. Or feel free to contact a Banking Specialist 24/7 at 1-888-751-9000. If you would like, one of our Specialists can establish an appointment at your preferred TD Bank Store for you during your call. Please be sure to have your photo ID (license, state issued ID, military ID or passport) and your Social Security number with you during your visit. Depending on the specific type of the Trust account you like to open, you may need to bring additional documents with you. We highly recommend reaching out to the TD Store you will be visiting to open the account in advance to confirm if any other documents will be needed.
Hope you have a great day, MaryAlice!
LiShu R, Mount Laurel
July 7, 2016 07:45:30 AM