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RESOURCE CENTER

Initial Document Review Request

Information Required for New Account Review

Patriot Act Information Disclosure

Federal law requires all financial institutions to obtain, verify, and record information that identifies every customer.

W-9 Tax Identification Form

Request for Taxpayer Identification Number and Certification

Client Information Change Request

Form Used to Request Change of Contact Information or Delivery Instructions

Duties of a Trustee

Chart with Basic Responsibilities of a Trustee

Duties of an Executor

Chart with Basic Responsibilities of an Executor

Introduction to Directed Trusts

General Information about Directed Trusts

Provisions to be Included in a Directed Trust

Illinois Directed Trust Statute and Other Provisions

Investment Process

Visual Overview of ATG Trust Company's Strategy

Asset Allocation Strategies

Chart with Allocation Models

Special Needs Trust Information

Overview of Types of Special Needs Trusts and Role of Trustee

ATG Trust Company Brochure

Information about ATG Trust Company Services

Client Information Change Request

Form Used to Request Change of Contact Information or Delivery Instructions

Privacy Policy

ATG Trust Company's Policy to Protect Privacy

Visitor Parking Discount Instructions

Directions to Parking Garage and Guidelines on Validating Parking

Customer Information Notice

Important Procedures for Opening a New Account