Common use of Accounts that Hold the Funds of a Trust Clause in Contracts

Accounts that Hold the Funds of a Trust. You may start, use and maintain accounts, products and services to hold the funds of a trust. If you do so, you may be named as a trustee on a service form or in our records. You agree it is your re- sponsibility as a trustee (and not our responsibility) to administer the accounts, products, services and funds according to the terms of the trust. You further agree that we are only providing you with accounts, products and services and are not assisting you with or advising you about the trust. For IRS reporting purposes, the name that appears first on a form or that is entered in our records gener- ally must match the SSN or EIN that you certify on behalf of the trust. However, on your request, we may be able to write the full name of the trust on a form or in our records to explain the purpose and/or the ownership of an account, loan, product or service. If you are the only trustee on an account, you have the same rights and responsibilities as an owner to take actions and con- duct transactions on the account, products and services (please see Provision 4.a.). If two or more trustees are on an account, you have the same rights and responsibilities as an owner on a multiple owner account to take actions and conduct transactions on the account, products and services (please see Provision 4.b.). For all trustees’ convenience, each trustee on a multiple trustee account agrees that any trustee acting alone may take actions and conduct transactions on accounts, products and ser- vices for all trustees on the accounts, products and services. By maintaining the multiple trustee account, you consent to any later actions or transactions on accounts, products and services by any other trustee. While any trustee may take actions and conduct transactions alone, we may require all trustees to agree to any additions or removals of any other trustee to or from the accounts, products and services. All trustees agree we have no duty to noti- fy the trustees of any actions or transactions by a trustee acting alone. If you request us to designate a person as a trustee by en- tering the trustee’s information in our records or as we allow with- out signing or authorizing a form, you agree this person is a trus- tee. You further agree this person may subsequently sign or authorize a form as a trustee. If you wish to name a successor trustee we can note that information in our records as well. A suc- cessor trustee may take actions and conduct transactions upon delivering proof satisfactory to us of her or his authority and suc- cession to act as the current trustee of the trust. Until such proof is delivered and verified by us, a successor trustee has no rights to the account or to the funds held in the account.

Accounts that Hold the Funds of a Trust. You may start, use and maintain accounts, products and services to hold the funds of a trust. If you do so, you may be named as a trustee on a service form or in our records. You agree it is your re- sponsibility responsibility as a trustee (and not our responsibility) to administer the accounts, products, services and funds according to the terms of the trust. You further agree that we are only providing you with accounts, products and services and are not assisting you with or advising you about the trust. For IRS reporting purposes, the name that appears first on a form or that is entered in our records gener- ally generally must match the SSN or EIN that you certify on behalf of the trust. However, on your requestre- quest, we may be able to write the full name of the trust on a form or in our records to explain the purpose and/or the ownership of an accountac- count, loan, product or service. If you are the only trustee on an account, you have the same rights and responsibilities as an owner to take actions and con- duct transactions conduct trans- actions on the account, products and services (please see Provision Provi- sion 4.a.). If two or more trustees are on an account, you have the same rights and responsibilities as an owner on a multiple owner account to take actions and conduct transactions on the account, products and services (please see Provision 4.b.). For all trustees’ convenience, each trustee on a multiple trustee account agrees that any trustee acting alone may take actions and conduct transactions trans- actions on accounts, products and ser- vices services for all trustees on the accounts, products and services. By maintaining the multiple trustee trus- tee account, you consent to any later actions or transactions on accounts, products and services by any other trustee. While any trustee may take actions and conduct transactions alone, we may require all trustees to agree to any additions or removals of any other trustee to or from the accounts, products and services. All trustees agree we have no duty to noti- fy notify the trustees of any actions or transactions by a trustee acting alone. If you request us to designate des- ignate a person as a trustee by en- tering entering the trustee’s information in our records or as we allow with- out without signing or authorizing a form, you agree this person is a trus- teetrustee. You further agree this person may subsequently sign or authorize a form as a trustee. If you wish to name a successor trustee we can note that information in our records as well. A suc- cessor successor trustee may take actions and conduct transactions upon delivering proof satisfactory to us of her or his authority and suc- cession succession to act as the current trustee of the trust. Until such proof is delivered and verified by us, a successor trustee has no rights to the account or to the funds held in the account.

Accounts that Hold the Funds of a Trust. You may start, use and maintain accounts, products and services to hold the funds of a trust. If you do so, you may be named as a trustee on a service form or in our records. You agree it is your re- sponsibility responsibility as a trustee (and not our responsibility) to administer the accounts, products, services and funds according to the terms of the trust. You further agree that we are only providing you with accounts, products and services and are not assisting you with or advising you about the trust. For IRS reporting re- porting purposes, the name that appears first on a form or that is entered in our records gener- ally rec- ords generally must match the SSN or EIN that you certify on behalf of the trust. However, on your request, we may be able to write the full name of the trust on a form or in our records to explain the purpose and/or the ownership of an account, loan, product or service. If you are the only trustee on an account, you have the same rights and responsibilities as an owner to take actions and con- duct conduct transactions on the account, products and services (please see Provision 4.a.). If two or more trustees are on an account, you have the same rights and responsibilities as an owner on a multiple owner account to take actions and conduct transactions on the account, products and services (please see Provision 4.b.). For all trustees’ convenience, each trustee on a multiple trustee account agrees that any trustee acting alone may take actions and conduct transactions transac- tions on accounts, products and ser- vices services for all trustees on the accounts, products and services. By maintaining the multiple trustee account, you consent to any later actions or transactions on accounts, products and services by any other trustee. While any trustee may take actions and conduct transactions alone, we may require all trustees to agree to any additions or removals of any other trustee to or from the accounts, products and services. All trustees agree we have no duty to noti- fy notify the trustees of any actions or transactions by a trustee acting alone. If you request us to designate a person as a trustee by en- tering entering the trustee’s information in our records or as we allow with- out without signing or authorizing a form, you agree this person is a trus- teetrustee. You further agree this person may subsequently sign or authorize a form as a trustee. If you wish to name a successor trustee we can note that information in our records as well. A suc- cessor successor trustee may take actions and conduct transactions upon delivering proof satisfactory to us of her or his authority and suc- cession succession to act as the current trustee trus- tee of the trust. Until such proof is delivered and verified by us, a successor trustee has no rights to the account or to the funds held in the account.

Accounts that Hold the Funds of a Trust. You may start, use and maintain accounts, products and services to hold the funds of a trust. If you do so, you may be named as a trustee on a service form or in our records. You agree it is your re- sponsibility responsibility as a trustee (and not our responsibility) to administer the accounts, products, services and funds according to the terms of the trust. You further agree that we are only providing you with accounts, products and services and are not assisting you with or advising you about the trust. For IRS reporting purposes, the name that appears first on a form or that is entered in our records gener- ally must match the SSN or EIN that you certify on behalf of the trust. However, on your request, we may be able to write the full name of the trust on a form or in our records to explain the purpose and/or the ownership of an account, loan, product or service. If you are the only trustee on an account, you have the same rights and responsibilities as an owner to take actions and con- duct transactions conduct trans- actions on the account, products and services (please see Provision Provi- sion 4.a.). If two or more trustees are on an account, you have the same rights and responsibilities as an owner on a multiple owner account to take actions and conduct transactions on the account, products and services (please see Provision 4.b.). For all trustees’ convenience, each trustee on a multiple trustee account agrees that any trustee acting alone may take actions and conduct transactions on accounts, products and ser- vices services for all trustees on the accounts, products and services. By maintaining the multiple trustee account, you consent to any later actions or transactions on accounts, products prod- ucts and services by any other trustee. While any trustee may take actions and conduct transactions alone, we may require all trustees to agree to any additions or removals of any other trustee to or from the accounts, products and services. All trustees agree we have no duty to noti- fy notify the trustees of any actions or transactions by a trustee acting alone. If you request us to designate a person as a trustee by en- tering entering the trustee’s information in our records or as we allow with- out signing or authorizing a form, you agree this person is a trus- teetrustee. You further agree this person may subsequently sign or authorize a form as a trustee. If you wish to name a successor trustee we can note that information in our records as well. A suc- cessor successor trustee may take actions and conduct transactions upon delivering proof satisfactory satis- factory to us of her or his authority and suc- cession succession to act as the current cur- rent trustee of the trust. Until such proof is delivered and verified by us, a successor trustee has no rights to the account or to the funds held in the account.. ~ We may keep a copy of the trust documentation for initial due dili- gence purposes. However, you agree that once you start and con- sent to the account, products, services and the MSA, we may there- after refer to and rely exclusively on the MSA. By starting an

Accounts that Hold the Funds of a Trust. You may start, use and maintain accounts, products and services to hold the funds of a trust. If you do so, you may be named as a trustee on a service form or in our records. You agree it is your re- sponsibility responsibility as a trustee (and not our responsibility) to administer the accounts, products, services and funds according to the terms of the trust. You further agree that we are only providing you with accounts, products and services and are not assisting you with or advising you about the trust. For IRS reporting purposes, the name that appears first on a form or that is entered in our records gener- ally must match the SSN or EIN that you certify on behalf of the trust. However, on your request, we may be able to write the full name of the trust on a form or in our records to explain the purpose and/or the ownership of an account, loan, product or service. If you are the only trustee on an account, you have the same rights and responsibilities as an owner to take actions and con- duct transactions conduct trans- actions on the account, products and services (please see Provision Provi- sion 4.a.). If two or more trustees are on an account, you have the same rights and responsibilities as an owner on a multiple owner account to take actions and conduct transactions on the account, products and services (please see Provision 4.b.). For all trustees’ convenience, each trustee on a multiple trustee account agrees that any trustee acting alone may take actions and conduct transactions on accounts, products and ser- vices services for all trustees on the accounts, products and services. By maintaining the multiple trustee account, you consent to any later actions or transactions on accounts, products prod- ucts and services by any other trustee. While any trustee may take actions and conduct transactions alone, we may require all trustees to agree to any additions or removals of any other trustee to or from the accounts, products and services. All trustees agree we have no duty to noti- fy notify the trustees of any actions or transactions by a trustee acting alone. If you request us to designate a person as a trustee by en- tering entering the trustee’s information in our records or as we allow with- out signing or authorizing a form, you agree this person is a trus- teetrustee. You further agree this person may subsequently sign or authorize a form as a trustee. If you wish to name a successor trustee we can note that information in our records as well. A suc- cessor successor trustee may take actions and conduct transactions upon delivering proof satisfactory satis- factory to us of her or his succession and authority and suc- cession to act as the current cur- rent trustee of the trust. Until such proof is delivered and verified by us, a successor trustee has no rights to the account or to the funds held in the account.. We may keep a copy of the trust documentation for initial due dili- gence purposes. However, you agree that once you start and con- sent to the account, products, services and the MSA, we may there- after refer to and rely exclusively on the MSA. By starting an account, loan, product or service for the trust, all persons or organ- izations associated in any way with the trust (i.e., all grantors, trus- tees, successor trustees, and beneficiaries), agree to indemnify, de- fend us against and hold us harmless from any loss, damage, claim or liability that results from any actions or transactions on the ac- counts, loans, products or services for the trust. You understand we may require any person or organization associated with the trust to sign or authorize an indemnification and hold harmless agreement

Accounts that Hold the Funds of a Trust. You may start, use and maintain accounts, products and services to hold the funds of a trust. If you do so, you may be named as a trustee on a service form or in our records. You agree it is your re- sponsibility as a trustee (and not our responsibility) to administer the accounts, products, services and funds according to the terms of the trust. You further agree that we are only providing you with accounts, products and services and are not assisting you with or advising you about the trust. For IRS reporting purposes, the name that appears first on a form or that is entered in our records gener- ally must match the SSN or EIN that you certify on behalf of the trust. However, on your request, we may be able to write the full name of the trust on a form or in our records to explain the purpose and/or the ownership of an account, loan, product or service. If you are the only trustee on an account, you have the same rights and responsibilities as an owner to take actions and con- duct transactions conduct trans- actions on the account, products and services (please see Provision Provi- sion 4.a.). If two or more trustees are on an account, you have the same rights and responsibilities as an owner on a multiple owner account to take actions and conduct transactions on the account, products and services (please see Provision 4.b.). For all trustees’ convenience, each trustee on a multiple trustee account agrees that any trustee acting alone may take actions and conduct transactions trans- actions on accounts, products and ser- vices services for all trustees on the accounts, products and services. By maintaining the multiple trustee trus- tee account, you consent to any later actions or transactions on accountsac- counts, products and services by any other trustee. While any trustee trus- tee may take actions and conduct transactions alone, we may require all trustees to agree to any additions or removals of any other trustee to or from the accounts, products and services. All trustees agree we have no duty to noti- fy notify the trustees of any actions or transactions by a trustee acting alone. If you request us to designate des- ignate a person as a trustee by en- tering entering the trustee’s information in our records or as we allow with- out without signing or authorizing a form, you agree this person is a trus- teetrustee. You further agree this person may subsequently sign or authorize a form as a trustee. If you wish to name a successor trustee we can note that information in our records as well. A suc- cessor successor trustee may take actions and conduct transactions upon delivering proof satisfactory to us of her or his authority and suc- cession succession to act as the current trustee of the trust. Until such proof is delivered and verified by us, a successor trustee has no rights to the account or to the funds held in the account.