Forms & Literature | Capital Group Certification of Trust By Trustee

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Certification of Trust By Trustee

This form allows a trustee to self-certify a trust in lieu of third-party certification. Before completing this form, call us to determine if it is acceptable for use in your state. This form cannot be used to certify a testamentary trust. If the trust is inheriting a retirement account, this form cannot be used to certify whether the trust is a qualified trust.
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Detailed Information:

  • Updated: Oct 2022
  • Literature number: MFGEFM-001-1022
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This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.