- An electronic copy of the executed trust documents.
- Client's signed Social Security card (some exceptions apply) with legal name consistent on trust documents and payee line for all incoming funds.
- If funding Medicare Set-Aside Accounts, please include "MSA" on the check memo line for payments.
ALL TRUST BENEFICIARIES
Payee: CPT Institute as TTEE FBO [Trust Beneficiary Legal Name]
310 S. Twin Oaks Valley Road #107-315
San Marcos, CA 92078-4387
Common Funding Q&A
- The price for the one-time trust set-up and administration are withdrawn from the trust upon funding.
- Wire and Automated Clearing House (ACH) Direct Deposit are available but require trust documents on file before the request.
- Electronic copies of trust documents accepted.