Betterment does not require a copy of your entire trust agreement. We require electronic copies of the only following pages:
- The title page which generally contains the trust’s title, TIN, date of establishment and the state of organization.
- The signature page(s), which contain the signatures of all authorized trustees.
- Notarized Trust Certificate
Note that Betterment will not accept the following documents in lieu of the original trust agreement:
- Certificate of Trusts
- Memorandum of Trusts
- Affidavit of Trusts