Information Required for New Account Review
Federal law requires all financial institutions to obtain, verify, and record information that identifies every customer.
Request for Taxpayer Identification Number and Certification
Form Used to Request Change of Contact Information or Delivery Instructions
Chart with Basic Responsibilities of a Trustee
Chart with Basic Responsibilities of an Executor
General Information about Directed Trusts
Illinois Directed Trust Statute and Other Provisions
Visual Overview of ATG Trust Company's Strategy
Chart with Allocation Models
Overview of Types of Special Needs Trusts and Role of Trustee
Use upon death or primary beneficiaries
Used to make any necessary changes to the contingent beneficial interest.
Used to amend the power of direction in a trust agreement.
Used to assign current beneficial interest designation.
Used to lodge collateral assignment with ATG Trust Company as Land Trustee
Used to cause a deed to be issued by ATG Trust Company as Land Trustee
Used to direct ATG Trust Company to execute documents as Land Trustee (do not use to request Deed, please see Direction to Convey).
For property in Cook County when any assignment is made OR in all Illinois counties if there is a sale transaction.
Used to direct ATG Trust Company to act, as Land Trustee, on a request from beneficiary.
One page summary of ATG Trust Company Land Trust Services
Instructions on how to set up a Land Trust using ATG Trust Company as the Land Trustee.
To be used when the beneficiary(s) of a land trust is a Limited Liability Company.
To be used when the beneficiary(s) of a land trust is a Partnership.
Federal law requires all financial institutions to obtain, verify, and record information that identifies every customer
Land Trust Agreement
Request for Taxpayer Identification Number and Certification
Important Procedures for Opening a New Account
Information about ATG Trust Company Services
Form Used to Request Change of Contact Information or Delivery Instructions
ATG Trust Company's Policy to Protect Privacy
Directions to Parking Garage and Guidelines on Validating Parking
Important Procedures for Opening a New Account
