When opening a bank account, a banker may ask you to provide proof of registration within that state. While your plan and trust are registered within our document system in order to be covered by our IRS determination letter that states you have a qualified plan, your trust is not registered with your states’ Secretary of State office or any other state government office.

For banks like Solera & Titan, asking where your trust is registered is a question typically part of their "Know Your Customer" procedures.

Where requested, enter the state you live in as the state the trust is registered in on any bank application.

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