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How do I get the forms to change my current TD account from my name to my newly created trusts' name?
jacqueline, fairless hills
August 17, 2016 06:27:43 AM
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In reply to jacqueline, fairless hills
Welcome to TD Helps, Jacqueline, and thanks for submitting your question. We'll be happy to help!
When opening a trust account, all trustees are authorized signers on the account therefore, it would be the trustee's responsibility to ensure that funds are being used in compliance with the terms of the trust.
We recommend reviewing the terms of these accounts with a Representative at a TD Store location near you. Please see http://go.td.com/1f9DSJR to find your local Store and their lobby hours, or feel free to contact a Customer Service Representative 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 note as we would like to assist you directly, we do not have access to your personal information as TD Helps is considered an unsecured forum.
Thanks for stopping by, Jacqueline, and please enjoy the rest of your day.
Customer Service Team, Mount Laurel
August 17, 2016 06:28:05 AM