Certification Of Trust Form
Download a blank fillable Certification Of Trust Form in PDF format just by clicking the "DOWNLOAD PDF" button.
Open the file in any PDF-viewing software. Adobe Reader or any alternative for Windows or MacOS are required to access and complete fillable content.
Complete Certification Of Trust Form with your personal data - all interactive fields are highlighted in places where you should type, access drop-down lists or select multiple-choice options.
Some fillable PDF-files have the option of saving the completed form that contains your own data for later use or sending it out straight away.
ADVERTISEMENT
1
2MORTGAGELENDING
1440 Rosecrans Ave.
CERTIFICATION OF TRUST
Manhattan Beach, CA 90266
800.854.4600 •
(Probate Code §18100.5)
1.
The Name of the Trust is [e.g. Smith Family Living Trust]: ____________________________________________________
and is dated _______________________________ (the “Trust” or “Trust Agreement”). The trustee(s) named below (“Trustee”) of
the Trust, and the undersigned as an individual(s), certify as follows:
2. Settlor(s)/Trustor(s). The full name(s) of the settlor(s)/trustor(s) of the Trust is/are:
_________________________________________________
_________________________________________________
(NAME)
(NAME)
3. Trustee(s). The full name(s) of the currently acting trustee(s) is/are:
_________________________________________________
_________________________________________________
(NAME)
(NAME)
4. Successor Trustee(s). As of today, the persons designated to become successor trustees are:
_________________________________________________
_________________________________________________
(NAME)
(NAME)
5. The names of the Beneficiary(ies) of the Trust is/are: _________________________________________________________
___________________________________________________________________________________________________
6. The names of the Beneficiary(ies) of the trust that currently occupy, or will occupy, the subject property is/are (If none,
please state): ________________________________________________________________________________________
7.
Number of Trustees (one box must be checked).
q I am the current and sole Trustee of the Trust, and the Trust is in full force and has not been revoked, modified or amended
in any manner, which would cause the representations in this Certification to be incorrect.
q We are the current and all of the Co-Trustees of the Trust, and the Trust is in full force and has not been revoked, modified
or amended in any manner, which would cause the representations in this Certification to be incorrect.
8. Signature Authority (one box must be checked).
q As sole Trustee, I have all necessary signature authority to bind the Trust and take the actions specified in Section 10.
below.
q The Trust Agreement provides that _____ of _____ Co-Trustees is the minimum number of Trustees required to sign to bind
the Trust and take the actions specified in Section 10.
9. Revocability (one box must be checked).
q Revocable. The Trust is a revocable trust. The power to revoke is held by the settlor(s)/trustor(s) named below. No settlor
has died.
Settlor/Trustor 1. ___________________________________
and 2. _________________________________
q Irrevocable. The Trust is an irrevocable trust.
10. Authorization. This section must be completed in order for Lender to process your request. If you are unsure of the powers
granted to the Trustee(s) by the Trust Agreement, you should review the Trust Agreement and consult with your attorney prior to
completing this form.
As Trustee, I/we have the authority and power to (CHECK ONLY THOSE PROVISIONS THAT APPLY):
q a) Borrow from Kinecta Federal Credit Union (“Lender”) the approximate amount of $_______________ for the purpose(s)
of (e.g., acquisition, refinance, construction, line of credit) ________________________.
q b) Execute and deliver promissory notes, loan agreements or other evidences of indebtedness on behalf of the Trust,
which evidences the Loan.
q c) Mortgage, pledge, grant security interests in, assign or otherwise encumber and deliver to Lender (collectively, “Security
Interests”) any real or personal property in which the Trust holds an interest, including but not limited to, deeds of trust on
real property located at _________________________________________________(the “Trust Property”) as security
for the repayment of the Loan and the performance of any obligation by the Trust pursuant to any loan document, and
execute and deliver to Lender any deed of trust, pledge agreement, security agreement, financing statement and the like
(collectively, “Security Instrument”).
Page 1 of 2
NMLS ID: 407870
KFCUW8677C-07/14
ADVERTISEMENT
0 votes
Related Articles
Related forms
Related Categories
Parent category: Legal