The Company must be furnished with a copy of the Agreement, Indenture or Declaration of Trust of ____________________________, together with copies of any amendments, modifications, or revocations. In the event there have been no amendments, modifications, or revocations, the Company will require satisfactory evidence to that effect. At the time the Company is furnished these items, the Company may make additional requirements or exceptions.
Comment: You generally must review a copy of the trust agreement in order to verify authority of the trustee to sell. In some states, this requirement is not necessary if the trust and beneficiaries are undisclosed.