Qualified Trust AgreementQualified Trust Agreement • February 24th, 2021 • Truist Financial Corp • National commercial banks • Massachusetts
Contract Type FiledFebruary 24th, 2021 Company Industry JurisdictionThis Trust Agreement, dated as of the 15th day of July, 2020 (“Effective Date”), is between Truist Financial Corporation, a North Carolina corporation, having an office at 214 N. Tryon St., Charlotte, NC 28202 (“Sponsor”), and Fidelity Management Trust Company (the “Trustee”), a Massachusetts trust company, having an office at 245 Summer Street, Boston, Massachusetts 02210. This Trust Agreement, including its Schedule A, is an extension of the DC SOW and the Master Services Agreement (as defined below) between Fidelity Workplace Services and Truist Financial Corporation regarding the Qualified Plan(s) included below.
FIRST AMENDMENT TO TRUST AGREEMENT BETWEEN FIDELITY MANAGEMENT TRUST COMPANY AND TRUIST FINANCIAL CORPORATIONTrust Agreement • February 24th, 2021 • Truist Financial Corp • National commercial banks
Contract Type FiledFebruary 24th, 2021 Company IndustryTHIS FIRST AMENDMENT, dated July 15, 2020, by and between Fidelity Management Trust Company (the “Trustee”) and Truist Financial Corporation (the “Sponsor”);
Master Trust Agreement (Nonqualified Plans)Master Trust Agreement • February 24th, 2021 • Truist Financial Corp • National commercial banks • Massachusetts
Contract Type FiledFebruary 24th, 2021 Company Industry JurisdictionThis Trust Agreement, dated as of the 15th day of July, 2020 (“Effective Date”), is between Truist Financial Corp., a North Carolina corporation, having an office at 214 N. Tryon St. Charlotte, NC 28202 (“Sponsor”), and Fidelity Management Trust Company, a Massachusetts trust company, having an office at 245 Summer Street, Boston, Massachusetts 02210 (“Trustee”). This Trust Agreement is an extension of the DC SOW and the Recordkeeping Agreement (as defined below) between Fidelity Workplace Services and Truist Financial Corporation regarding the Nonqualified Plans included below.