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Certification of Trust by Trustee(s)

(California Probate Code 18100.5)

Instructions: Complete this form online and click the "Print" button at the bottom when finished. Mail or hand deliver this completed form to Star One Credit Union, P.O. Box 3643, Sunnyvale, CA 94088-3643 Attn: Beneficiary/Retiree Services. Click on the "X" in the upper right hand corner to close this window and return to the "Trust Account" page.

TO: Star One Credit Union

The undersigned,  being all the currently acting trustees of the

[Specify Full Name of Trust]

certify or certifies as follows:
  1. Creation of Trust. The trust was created on , [Specify Date]
    by
    [Specify Names of ALL Settler(s)]

    as the settler[s], under a declaration of trust or trust agreement executed on that date.

     
  2. Trustees. All the currently acting trustees of the trust are: .
    [Specify Name(s) of ALL Currently Acting Trustees]

     
  3. Signature Authority. (One box must be checked) 
    As sole trustee, the undersigned has all necessary signature authority to bind the trust and to take any action specified in Section 5, below, or
    The trust provides that  of  co-trustees is the minimum number of trustees required to sign to bind the trust and to take any action specified in Section 5, below.

     
  4. Revocability of Trust. (One box must be checked) 
    Revocable.  The trust is a revocable trust.  The power to revoke the trust is held by the settler(s) named below:
    [Specify ALL settler(s) with Revocation authority]
    Irrevocable.  This trust is an irrevocable trust.

     
  5. Powers of Trustee. (Check applicable box)
    Attached are true and correct copies of pages of the trust instrument which list relevant powers of the trustee[s].
    The following are the powers of the trustee(s) to manage trust property:
  6. [Insert list of powers relating to Credit Union accounts copied exactly from trust instrument]
     The trustee(s) has full power on behalf of the trust, to open share, share draft and other deposit account(s) with the Credit Union, to sign account and membership agreements, to sign checks drawn upon any account, to sign orders for withdrawal of funds from any account, to transfer funds among the accounts at the Credit Union, to pledge trust assets as security for any Credit Union loan, to transact all business with respect to any such accounts and to close any account(s) at the Credit Union.

  7. Tax Identification Number. The tax identification number of this trust is: .

  8. Manner in Which Title To Assets Should Be Taken. Title to trust assets should be taken in the following form:

    [Specify, for example ''Mr. Smith and Mrs. Smith, Trustees, of the SMITH FAMILY REVOCABLE TRUST''].

  9. No Revocation, Modification, or Amendment. The trust has not been revoked, modified, or amended in any manner that would cause the representations contained in this Certification of Trust to be incorrect.

  10. Signed by All Currently Acting Trustees. This Certification of Trust is being signed by all of the currently acting trustees of the trust.

  11. Accuracy. This Certification of Trust is a true and correct statement of the matters referred to herein.

  12. Reliance on This Certification/Hold Harmless. This Certification of Trust is made in accordance with California Probate Code § 18100.5.  Any transaction entered into by a person acting in reliance on this Certification of Trust shall be enforceable against the trust assets.  The Credit Union may act in reliance upon this Certification of Trust and is not liable to any person for so acting unless it has actual knowledge that the representations contained herein are incorrect.  The person(s) executing this Certification of Trust agree to indemnify and hold the Credit Union, its directors, officers, employees and agents free and harmless from any and all suits, claims, demands, or other remedies or damages resulting from its reliance upon this Certification of Trust including the payment of costs and attorneys' fees.

    I (We) declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct.

Date:

 ________________________________
[Signature of Trustee]

[Printed Name of Trustee]

 ________________________________
[Signature of Trustee]

[Printed Name of Trustee]

 ________________________________
[Signature of Trustee]

[Printed Name of Trustee]

 ________________________________
[Signature of Trustee]

[Printed Name of Trustee]

 

State of California
County of
______________

}

ss.

Notary Acknowledgment

On __________________________before me, _______________________________, Notary Public, personally appeared __________________________ who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of  which the person(s) acted, executed the instrument.

I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct.

WITNESS my hand and official seal.

Signature ___________________________
(SEAL)

(Place Notary Seal Above)

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