Can the system document a Trust account where the trustee is not the settlor, but wants to use the settlors SSN?
Financial Link Deposits does not currently accommodate this type of Trust account. The proper titling for this type of account is: [Name of Settlor (whose SSN used)], Settlor for the [Name of Trust], by [Name of Trustee(s)] as Trustee(s) UTA dated. FIPCO is working on modifications to accommodate this type of account in a future update.