Trust Account Authorization

Trust Account Authorization

General/State-Specific

State Specific

Document Description(s)

Upload authorization allowing examination of trust accounts used for the purpose of holding funds belonging to others. May require multiple documents when more than one account exists. Upload each account authorization separately.

File Name Format

[License Type] [Indicate State] [last 5 digits of account number] (eg. Debt Management, MD, xxxxx)

Amendments

Existing document must be removed and replaced by new document. Will not be processed unless old document is removed. Retain separate documents for each account.

Upload Location

COMPANY FILING (MU1)