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How do I change a jointly owned investment into an existing trust after one owner dies?

April 26, 2017existing Investment jointly owner Trust

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How do I change a jointly owned investment into an existing trust after one owner dies?

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Provide our office with a copy of the owner’s death certificate and a letter signed and dated by the surviving owner requesting the ownership change to the trust. A Trust Certification Form is also required. A Trust Certification form can be downloaded or requested by calling 1-800-843-5233.