Please send in a signed Social Security card prior to sending funding. The bank must return funds/checks if a Social Security card is not on file.
All funds must be sent to the bank directly. Do not mail funds to our office.
Confirm with your assigned Trust Officer that they have received the original executed trust documents. CPT Institute must return funds/checks if original trust documents are not on file.
Bank: Citibank NA Address: 111 Wall Street, New York, NY 10005
ABA/Routing Number: 021000089 FBO: Charles Schwab & Co., Inc. Account Number: 6540-5745
For Further Credit To: CPT Institute FBO (Insert Client Name as it appears on his/her Social Security Card) 6540-5745
Make checks payable to: CPT Institute FBO (Insert Client Name as it appears on his/her Social Security Card) 6540-5745 Send Check To: Charles Schwab & Co., Inc. 1945 Northwestern Drive El Paso, TX 79912
Important Note: All checks and annuity payments must be titled the same. No fee payment required in advance. The trust setup fees and the first year’s administration fee will be taken from trust seed money. Please make sure that the name on the payable line match the clients Social Security card.
CPT Institute 1 Civic Center Drive, Suite 310 San Marcos, CA 92069
Consults & Trust Setup Phone:855.278.7681 Email: firstname.lastname@example.org Hours: M - F: 9 AM - 5 PM EST/PST
Trust Client & Advocate Help Phone:877.695.6444 Fax Requests: 619.431.1997 Email Requests: email@example.com Hours: M-TH: 6 AM - 4 PM PST Fridays: 6 AM - 12 PM PST