What happens when a trustee is incapacitated, or wishes to resign as a trustee?
• A Trustee Certification Form naming who is authorized to act on the trust. This form needs to be signed by all remaining or newly named trustees and must bear either a signature validation program or medallion signature guarantee stamp. If a trustee wishes to resign, we require the following: • A Trustee Certification Form completed and signed by all remaining or newly named trustees, bearing either a signature validation program or medallion signature guarantee stamp.
