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Forms Library

ATG Trust Company does not assume responsibility for the use of any form listed below in any particular case. Practitioners using a form should independently verify the accuracy and completeness of the form and satisfy themselves as to the tax and other legal consequences of the provisions of the forms.
Account Administration Format  
Addendum to Traditional IRA Trust Application PDF    
Investment in Real Property  
Asset Collection Request PDF    
Allows ATG Trust Company to collect client assets, usually for successor or court appointed accounts  
Asset Transfer Request PDF    
Allows ATG Trust Company to collect client assets, usually at inception of agency or trust account  
Attorney's Disclosure PDF    
For ATG Trust Members only. Attorney's Disclosure of Potential Conflict of Interest.  
Investment Agency or Custody Agreement MS Word    
Invitation To Attorneys PDF    
One page overview of ATG Trust Company for Lawyers  
IRA Transfer Request PDF    
Move funds from another trustee or custodian to ATG Trust Company  
NEW Delivery Instructions MS Word    
Delivery Instructions for DTC Eligible Securities, Federal Reserve Bank Eligible Issues, Open End Mutual Funds and Cash Via Wire.  
Patriot Act Information Disclosure PDF    
ROTH IRA Account Application PDF    
Application for ROTH IRA with ATG Trust Company  
ROTH IRA Account with Trust Provisions PDF    
Describes ROTH IRA Accounts with ATG TRust Company  
ROTH IRA Administrative Forms PDF    
ROTH IRA Disclosure Statement PDF    
Traditional IRA Trust Application PDF    
Establishes an IRA with ATG Trust Company  
W-9 Tax Identification Form PDF    
Estate Planning Format  
Annuity Trust MS Word    
Template document you may use as needed  
Attorney's Disclosure PDF    
For ATG Trust Members only. Attorney's Disclosure of Potential Conflict of Interest  
Charitable Lead Trust MS Word    
Template document you may use as needed  
Charitable Remainder Trust MS Word    
Template document you may use as needed  
Charitable Trust MS Word    
Template document you may use as needed  
Codicil to Will MS Word    
Template document you may use as needed  
Estate Planning and Trust Reports PDF    
The following reports are available to our members. Please email us with the report id for a copy of your report.  
Fractional Formula for Trust MS Word    
Template document you may use as needed  
Fractional Formula for Will MS Word    
Template document you may use as needed  
Gift Trust MS Word    
Template document you may use as needed  
Grandchild Trust MS Word    
Template document you may use as needed  
IRD and Retirement Plan Provisions MS Word    
Template document you may use as needed  
Limited Liability Company Agreement MS Word    
Template document you may use as needed  
Limited Partnership Agreement MS Word    
Template document you may use as needed  
Minor's Trust MS Word    
Template document you may use as needed  
Pecuniary Credit Shelter Formula for Trust MS Word    
Template document you may use as needed  
Pecuniary Credit Shelter Formula for Will MS Word    
Template document you may use as needed  
Qualified Domestic Trust MS Word    
Template document you may use as needed  
Residence Trust MS Word    
Template document you may use as needed  
Revocable Trust MS Word    
Template document you may use as needed  
Trust Amendment MS Word    
Template document you may use as needed  
Will MS Word    
Template document you may use as needed  
Will with Testamentary Trusts MS Word    
Template document you may use as needed  
Exchange Services Format  
1031 Exchange Informational Brochure PDF    
One page summary of the ATG Trust Company 1031 Exchange Service  
Attorney's Disclosure PDF    
For ATG Trust Members only. Attorney's Disclosure of Potential Conflict of Interest.  
Disbursement Request (Adobe Reader required) PDF    
Template form letter to use as a request for the disbursement of exchange funds to purchase replacement property or request funds for an earnest money deposit.  
Disbursement Request (Word Format) MS Word    
Exchange Agreement (Acrobat Reader required) PDF    
Fill in the blank document to initiate a 1031 Exchange through ATG Trust Company  
Exchange Agreement (Word Format) MS Word    
Fill in the blank document to initiate a 1031 Exchange through ATG Trust Company  
Exchange Agreement Instructions MS Word    
Step-by-step instructions to complete a 1031 Starker Exchange Agreement  
Patriot Act Information Disclosure PDF    
Required to open account.  
Schedule of Fees - Starker Exchange Intermediary PDF    
Schedule of Fees - Starker Exchange Intermediary  
W-9 Tax Identification Form PDF    
Required to open account.  
Wiring Instructions MS Word    
Wiring Instructions for 1031 Starker Exchanges  
Fee Schedules Format  
Sched of Fees fo Discretionary Mgmt Accts PDF    
Schedule of Fees for Discretionary Investment Management Accounts  
Schedule of Custodial Fees PDF    
Schedule of Custodial Fees  
Schedule of Executor and Administrator Fees PDF    
Schedule of Executor and Administrator Fees  
Schedule of Fees - Personal Trust PDF    
Schedule of Fees - Personal Trust  
Schedule of Fees - Starker Exchange Intermediary PDF    
Schedule of Fees - Starker Exchange Intermediary  
Schedule of Fees for Escrow Accounts PDF    
Used as guideline in establishing escrow account fees  
Schedule of Fees for Guardianship Accounts PDF    
Used for guideline in appointing ATG Trust Company as Guardian of the Estate of minor or disabled adult  
Schedule of Fees for Irrevocable Life Ins Trust PDF    
Schedule of Fees for Irrevocable Life Insurance Trust  
Schedule of Land Trust Fees PDF    
Schedule of Land Trust Fees  
Land Trusts Format  
Amendment to Trust Agreement PDF    
Used to make any necessary changes to land trust agreement.  
Amendment to Trust Agreement/Power of Direction PDF    
Used to amend the beneficial designation and/or power of direction in a trust agreement.  
Assignment of Beneficial Interest PDF    
Used to assign current beneficial interest designation.  
Attorney's Disclosure PDF    
For ATG Trust Members only. Attorney's Disclosure of Potential Conflict of Interest.  
Collateral Assignment of Beneficial Interest PDF    
Used to lodge collateral assignment with ATG Trust Company as Land Trustee  
Direction to Convey PDF    
Used to cause a deed to be issued by ATG Trust Company as Land Trustee  
Direction to Execute Documents PDF    
Used to direct ATG Trust Company to execute documents as Land Trustee (do not use to request Deed, please see Direction to Convey).  
Facsimile Assignment of Beneficial Interest PDF    
For property in Cook County when any assignment is made OR in all Illinois counties if there is a sale transaction.  
General Direction PDF    
Used to direct ATG Trust Company to act, as Land Trustee, on a request from beneficiary.  
Grantor/Grantee Statement PDF    
Land Trust Informational Brochure PDF    
One page summary of ATG Trust Company Land Trust Services  
Land Trust Procedures MS Word    
Instructions on how to set up a Land Trust using ATG Trust Company as the Land Trustee.  
Limited Liability Company Certification PDF    
To be used when the beneficiary(s) of a land trust is a Limited Liability Company.  
Notarial Record PDF    
Residential Real Property Transactions  
Partnership Certification PDF    
To be used when the beneficiary(s) of a land trust is a Partnership.  
Patriot Act Information Disclosure PDF    
Required to open account.  
Quit Claim Deed in Trust PDF    
Fill in the blank form.  
Schedule of Land Trust Fees PDF    
Trust Agreement PDF    
Fill in the blank form.  
Trustee's Deed PDF    
Fill in the blank form.  
Trustee's Deed (Successor Trustee) PDF    
Fill in the blank form. To be used when ATG Trust is the Successor Trustee for a land trust account.  
Trustee's Deed / Joint Tenancy PDF    
Fill in the blank form.  
Trustee's Deed / Joint Tenancy (Successor Trustee) PDF    
Fill in the blank form. To be used when ATG Trust is the Successor Trustee for a land trust account.  
Trustee's Deed / Trust to Trust PDF    
Fill in the blank form.  
Trustee's Deed/ Trust to Trust (Successor Trustee) PDF    
Fill in the blank form. To be used when ATG Trust is the Successor Trustee for a land trust account.  
W-9 Tax Identification Form PDF    
Required to open account.  
Warranty Deed in Trust PDF    
Fill in the blank form.  
Member Forms Format  
IICLE Order Form PDF    
ATG Trust members are eligible to receive a 50% discount on 4 IICLE classes, 25% discount on 4 IICLE publications and a 10% discount on any new SmartBooks subscription or when you renew your current subscription.  
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