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

Amendment of the Contingent Beneficial Interest

Used to make any necessary changes to the contingent beneficial interest.

Amendment to the Power of Direction

Used to amend the power of direction in a trust agreement.

Assignment of Beneficial Interest

Used to assign current beneficial interest designation.

Collateral Assignment of Beneficial Interest

Used to lodge collateral assignment with ATG Trust Company as Land Trustee

Direction to Convey

Used to cause a deed to be issued by ATG Trust Company as Land Trustee

Direction to Execute Documents

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

For property in Cook County when any assignment is made OR in all Illinois counties if there is a sale transaction.

General Direction

Used to direct ATG Trust Company to act, as Land Trustee, on a request from beneficiary.

Land Trust Informational Brochure

One page summary of ATG Trust Company Land Trust Services

Land Trust Procedures

Instructions on how to set up a Land Trust using ATG Trust Company as the Land Trustee.

Limited Liability Company Certification

To be used when the beneficiary(s) of a land trust is a Limited Liability Company.

Partnership Certification

To be used when the beneficiary(s) of a land trust is a Partnership.

Patriot Act Information Disclosure

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

Trust Agreement

Land Trust Agreement

W-9 Tax Identification Form

Request for Taxpayer Identification Number and Certification

Customer Information Notice

Important Procedures for Opening a New Account

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