Trust Account Application Form - Lafayette Federal Credit Union
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3Lafayette Federal Credit Union
TRUST ACCOUNT APPLICATION
□ Revocable Living Trust
□ Irrevocable Living Trust
□ Testamentary Trust (Totten)
Account Number: ________________________________________________________
Name of Trust
(Please print): ____________________________________________________________
Trustor’s Name: ________________________________________________________
Taxpayer Identification Number*: ____________________________________________
*For a testamentary (Totten) account, use the Trustee’s name and Social Security Number. For a Living Trust: (1) if irrevocable,
use the Trust’s Tax I.D. Number; (2) if revocable, use either the Trustor’s Social Security Number or a Trust’s Tax I.D. Number.
How are you eligible for membership in Lafayette FCU?__________________________
______________________________________________________________________
If you are eligible for membership through our family membership program, please complete
the following:
Sponsor Member’s Name: ________________________________________________
Account Number: ___________________
Relationship: ________________________
I am applying for a Prime Share account and the other services which I have designated with
an “x” in the following boxes:
□ Checking Account
□ Savings Club Account
□ Investor’s Access Account
□ MasterCard Debit Card
□ ATM Card
□ Audio Response
□ Home Banking
Designation of Trustee(s)
Trustee’s Name: ________________________________________________________
SSN/TIN:__________________________
Date of Birth: ________________________
Address: ______________________________________________________________
Home/Work Telephone: ______________________________ / ___________________
E-Mail Address:__________________
Mother’s Maiden Name __________________
Co-Trustee’s Name: ______________________________________________________
SSN/TIN:__________________________
Date of Birth: ________________________
Address: ______________________________________________________________
Home/Work Telephone: ______________________________ / ___________________
E-Mail Address:__________________
Mother’s Maiden Name __________________
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