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Convert Your Existing Membership to a Trust - Joint

Please complete the form below and click the "Submit" button. Your information will populate our Account Card. Please print and sign the card and mail it to us at Star One Credit Union, P.O. Box 3643, Sunnyvale, CA 94088-3643, Attention: Account Services.

Please include a copy of each Trustee's picture ID and the original or certified Trust document as evidence of the Trust's existence (the Trust document will be returned to you upon our review). All new accounts are subject to verification through ChexSystems.

This Account Card supercedes any previous Account Card on file at Star One.

IMPORTANT INFORMATION ABOUT PROCEDURES FOR OPENING A NEW ACCOUNT

To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens or updates an account.

What this means for you:
When you open or update an account, we will ask for your name, address, date of birth, and other information that will allow us to identify you. We may also ask to see your driver's license or other identifying documents.
 
Member Number:

OPTIONAL SERVICES

Please check if you want a Star One Checking Account {VISA Check Card (s) will be issued}
Please check here if you want free access to our Touchtone Teller and Online Banking services

TIN:
Name of Trust:
Date of Trust:  
 
Revocable Trust
Irrevocable Trust (All Trustors or all named beneficiaries of an Irrevocable Trust must be members of the Credit Union.)
 

TRUSTOR #1

Last:
Suffix:
First:
Middle Initial:
Check here if Trustor's name is same as the Trustee #1 name

TRUSTOR #2

Last:
Suffix:
First:
Middle Initial:
Check here if Trustor's name is same as the Trustee #2 name
 

TRUSTEE #1

Last:
Suffix:
First:
Middle Initial:
Social Security Number / TIN:
Birthdate:
Street Address (No P.O. Boxes):
City and State:
,
Country:
USA Other 
Zip Code:
Home Telephone Number
Area Code:
 Phone Number:
Business Telephone Number
Area Code:
 Phone Number (include ext. if applicable):
E-Mail Address:
Occupation:
Employer:
Employee Number:
Employer Address:
I.D. or Drivers License
Number (Include State):
,
I.D. Issue Date:
I.D. Expiration Date:
Secret Password (Used by Star One for additional means of authorized Account Holder identification) Note: maximum characters: 18
 

TRUSTEE #2

Last:
Suffix:
First:
Middle Initial:
Social Security Number / TIN:
Birthdate:
Street Address (No P.O. Boxes):
Check if address is same as
      Primary Member's Address

City and State:
,
Country:
USA Other 
Zip Code:
Home Telephone Number
Area Code:
 Phone Number:
Business Telephone Number
Area Code:
 Phone Number (include ext. if applicable):
E-Mail Address:
Occupation:
Employer:
Employee Number:
Employer Address:
I.D. or Drivers License
Number (Include State):
,
I.D. Issue Date:
I.D. Expiration Date:
 

SUCCESSOR TRUSTEE (for informational purposes only)

Last:
Suffix:
First:
Middle Initial:
Street Address (No P.O. Boxes):
Check if address is same as
      Primary Member's Address

City and State:
,
Country:
USA Other 
Zip Code:

BENEFICIARY INFORMATION

Beneficiary Name (1)
Last:
Suffix:
First:
Middle Initial:
Social Security Number / TIN:
Birthdate:
Street Address (No P.O. Boxes):
Check if address is same as
      Primary Member's Address
City and State:
,
Country:
USA Other 
Zip Code:
Relationship:
Beneficiary Name (2)
Last:
Suffix:
First:
Middle Initial:
Social Security Number / TIN:
Birthdate:
Street Address (No P.O. Boxes):
Check if address is same as
      Primary Member's Address
City and State:
,
Country:
USA Other 
Zip Code:
Relationship:
 

Trust Agreement and Certification of Trust

Each Trustor/Trustee warrants and agrees as follows:
1.
A valid living Trust has been established under applicable law and currently exists.
2.
At least one Trustor of a Revocable Trust must be a member of the Credit Union. All Trustors or all named beneficiaries of an Irrevocable Trust must be members of the Credit Union.
3.
Trustee agrees to notify the Credit Union in writing of any change in Trustees for the Trust.
4.
The Credit Union is under no obligation to administer the Trust, act as a Trustee, or inquire as to the powers and duties of any Trustee. The Credit Union may, however, withhold payment of funds to any party until satisfactory evidence of authority is produced.
5.
The Credit Union may rely on the authority of any Trustee until it receives written notice of revocation of the Trust or termination of Trustee's authority. The Credit Union may release funds or rely on the direction of any one Trustee acting alone unless the Credit Union agrees in writing that consent of more than one Trustee is required.
6.
The Trust and the Trustees will indemnify and hold the Credit Union harmless from any claim, damage, or loss arising from the unauthorized acts of any Trustee or former Trustee unless a Successor Trustee notifies the Credit Union in writing prior to the unauthorized acts.
7.
All accounts held in the name of the Trust will be governed by this Agreement, the Membership Application and Account Card, and by the terms of the Credit Union's Membership and Account Agreement and Disclosures as amended from time to time. Trustee has received a copy of the Agreement and Disclosures pertaining to the account(s) requested.
8.
If this is a Revocable Trust and the Credit Union receives any garnishment, levy, or other form of execution against the Trustor(s), or if the Trustor(s) owes money to the Credit Union, the Credit Union may treat all accounts held by or on behalf of the Trust as if they were held by the Trustor(s) individually.
9.
THIS AGREEMENT AFFECTS YOUR LEGAL RIGHTS. IF YOU DESIRE ASSISTANCE OR ADVICE CONCERNING THIS AGREEMENT, YOU SHOULD SEEK THE ADVICE OF AN ATTORNEY OR OTHER PROFESSIONAL PERSON. THE CREDIT UNION CANNOT GIVE LEGAL ADVICE REGARDING EITHER THIS AGREEMENT OR THE TRUST.
   
Acceptance of Membership and Account Agreement
ACCEPT: By checking the Accept box, I/we have viewed and agree to the terms of the Membership and Account Agreement provided online, which will govern my deposit account and EFT services with the Credit Union.
Election for Online or Paper Disclosures
I/we understand I/we can choose to receive the Membership and Account Agreement and Disclosures online or receive them in paper form by mail.
ONLINE: By clicking the Online box, I/we accept the Membership and Account Agreement and Disclosures provided to me online. I/we have a computer with a Netscape Navigator or Microsoft Internet Explorer web browser to access the disclosures and a printer or ability to download the disclosures for my records. I/we understand I/we have the right to receive future documentation regarding the Online Banking services from time to time, including periodic statements, billing error resolution notices and notices of change in terms. Unless I/we elect to receive these documents electronically, the Credit Union will mail these documents to me/us.
MAIL: By clicking the Mail box, I/we request that a paper copy of the Membership and Account Agreement and Disclosures be mailed to me/us, prior to my/our use of any deposit account or EFT services provided by the Credit Union.
By signing the Account Card, I/we agree to the terms and conditions of the Membership and Account Agreement, Privacy Policy, Truth-in-Savings Rate and Fee Schedules, Funds Availability Policy disclosure, if applicable, and to conform to the bylaws or amendments the Credit Union makes from time to time which are incorporated herein. I/We acknowledge receipt of a copy of the agreement and disclosures applicable to the accounts and services requested herein. If an electronic funds transfer (EFT) service is requested and provided, I/we agree to the terms of and acknowledge receipt of the Electronic Funds Transfer Agreement. I/We agree to be bound by the terms and conditions of the Visa Check Card Agreement and Disclosure Statement that will be mailed with my/our card(s).
The Internal Revenue Service does not require your consent to any provision of this Membership Application and Account Card other than the certifications required to avoid backup withholding.
Please click the "Submit" button below. The information you provided above will populate our Account Card. Please print and sign the form and mail it to us at Star One Credit Union, P.O. Box 3643, Sunnyvale, CA 94088-3643, Attention: New Accounts. Please include a copy of picture ID of the Trustee(s). Trustee(s) must sign the Account Card.
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