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What documentation is required to transfer assets from the current trustee to Wilmington Trust Retirement and Institutional Services Company?

April 26, 2017assets documentation institutional retirement transfer Trust Trustee Wilmington

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What documentation is required to transfer assets from the current trustee to Wilmington Trust Retirement and Institutional Services Company?

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Generally, you will need (1) a copy of the executed plan document, (2) a copy of the plan’s determination letter, (3) a copy of a recent asset statement, (4) the account application in electronic format, (5) an original board resolution appointing Wilmington Trust Retirement and Institutional Services Company as non-discretionary trustee or custodian of the plan, (6) an original signed Wilmington Trust Retirement and Institutional Services Company trust agreement, and (7) a list of authorized signers. Additional information or documentation may be required. Please click here to obtain more information.