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Re: adding trust to existing credit union accounts
- To: "http://www.ainerfraker.com/~john" <http://www.ainerfraker.com/~john>
- Subject: Re: adding trust to existing credit union accounts
- From: Noelle <noelle>
- Date: Mon, 14 May 2018 17:38:16 -0700 (PDT)
- User-agent: Alpine 2.11 (DEB 23 2013-08-11)
The person at the bank said that, since the trust was in both of our
names, only accounts with both of our names on it could have the
trust as a beneficiary.
Interestingly, Robert had no problem adding his Fidelity 401K
accounts to the trust. His credit union sent him a form and, under
the beneficiary designation, it offers "Totten Trust" and "Pay on
Death", but there is also a blank space which, I imagine, the fully
specified living trust could be added.