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Patriot Act Disclaimer - Important Information About Procedures for Opening a New Account:
To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each customer that opens an account. What this means for you: when you open an account, we will ask you your name, address, date of birth and other information that will allow us to identify you. We may also ask to see your driver's license or other identifying information.
To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each customer that opens an account. What this means for you: when you open an account, we will ask you your name, address, date of birth and other information that will allow us to identify you. We may also ask to see your driver's license or other identifying information.
| Trust Services | | Print | |
General Trust Services Register assets in the name of the Bank or its nominee, and hold for safekeeping Collect income and distribute or accumulate income pursuant to terms of the trust Pay bills and file insurance claims per trust terms Handle trust investments per trust's instructions Oversee fiduciary tax returns and advise Grantor or beneficiaries of income Periodically report on asset valuations and trust transactions Distribute assets to beneficiaries when trust terminates Qualified Retirement Plan ServicesEstate Administration Services Collect assets and information regarding the estate Inventory estate assets and have property appraised Pay debts and settle claims against estate Collect income on estate assets Manage, maintain and protect the estate during the settlement period Oversee processing of estate, inheritance and income taxes for the estate Distribute estate as directed by will or law if there is no will Prepare final accounting for Probate Court Guardianship Services Manage the financial affairs of incapacitated individuals Manage assets of individual Monitor cash requirements, sell assets if required Pay debts and settle claims of individual Manage individual's income Oversee income tax processing and payment Prepare complete accounting of all transactions and assets for Probate Court Agent or Power of Attorney Services Safekeeping securities and documents deposited Collect income on held assets Pay bills and file insurance claims as directed Manage investments or simply execute investment transactions as directed by client Oversee income tax preparation Provide accounting of transactions and asset valuations Escrow Agent Bank holds property pending satisfactory completion of transaction between two or more partiesBond Agent / Trustee Services Serve as paying agent and/or trustee of a bond issue and other services outlined in the bond issue |
