GENERAL PURPOSE TRUST FUNDING LETTER 

Please be advised that the undersigned, being all of the Trustees of the below named Trust, request that the assets described below be transferred into the ownership of the Trust, based on the following information:  

Trustees:   Your Name(s)

Name of Trust:

Address:

Description of Asset:  Bank Account / Mutual Funds / Life Insurance / Annuities

                                    Other:

Account Number:

Name of Institution:

The asset should either be owned by the Trust  or the Trust should be named as the designated beneficiary, as the situation indicates.

Generally, bank accounts and other investment accounts should be owned by the Trustees in the name of the Trust.

Life Insurance Policies and certain annuities should name the Trust as primary  beneficiary.  However, some annuities should name the Trust as a secondary beneficiary.

For IRAs and 401k accounts (qualified plans) , the spouse would be named as the primary beneficiary .  The secondary beneficiary generally would be the Trust for minor children.  If the children are not minors, then they should be named as secondary beneficiaries.

Signature's of All Trustees