Trust Account

It's Easy to Add a Bank of Internet USA Account to Your Trust

Setting Up a Trust

Setting up a trust account is a simple two-step process:

Step 1: Trustee(s) apply as an individual or joint owner(s) by opening an account. Select Trust Account in the application.

The following information will be required for each individual:

  1. Driver's License Number (custodian)
  2. Social Security Number
  3. Birth date
  4. Home/Business phone
  5. Mother's Maiden Name
  6. Home/Mailing address
  7. Email address

(We recommend you collect the information prior to initiating the application process to avoid any delays)

Step 2: After the account has been approved and opened, submit the Certification of Trust form.

  1. Download the Bank of Internet USA Trust Certification form
  2. Complete the Bank of Internet USA Trust Certification Form and have it notarized.
  3. Log in to Online Banking
  4. Click on Contact Us
  5. Send a secure email with a scanned copy of the notarized form.