Do you offer trust accounts?
Thank you for contacting CUTX and expressing interest in a membership with us.
We do offer Revocable Trust Accounts. In order to open this type of account it is required that you have your own membership with us. After that, we can process your request to open this type of account.
If the trust has an EIN number we would need that as well as documentation showing the date the trust was created, trustor(s), trustee(s), and signatures of trustor(s) and notarization. We would also need to review the Revocable Trust documentation. For these types of accounts, we do have multiple forms that need to be filled out.