Public & Private Trust Companies

PUBLIC TRUST

• INSTRUCTIONS FOR NON-DEPOSITORY PUBLIC TRUST COMPANY CHARTER APPLICATION
• APPLICATION FOR NON-DEPOSITORY PUBLIC TRUST COMPANY CHARTER
  • Word document    
  • pdf format

ATTACHMENTS TO APPLICATION

• PREMISES TO BE OCCUPIED BY PROPOSED TRUST COMPANY – VII-A
• ORGANIZATIONAL EXPENSES – IX-E
• PRO FORMA STATEMENT OF CONDITION – X-A
• PRO FORMA SUMMARY OF TRUST ACTIVITY – X-B
• PRO FORMA FIDUCIARY AND RELATED SERVICES INCOME/EXPENSE SCHEDULE – X-C
• BIOGRAPHICAL AND FINANCIAL REPORT – XII-J

FINGERPRINTING PROCEDURES & APPLICANT INFORMATION FORM

• Checklist for Public Trust Company Charter Application
  • Public Chapter 642 of the Acts of 2014

PRIVATE TRUST

• New Private Trust Company Instruction Letter
  • Public Chapter 714