Letter to Financial Institution: Transfer of Accounts to Revocable Trust (Pennsylvania)

This legal template pertains to a letter addressed to a financial institution in the state of Pennsylvania, in the United States, regarding the transfer of accounts to a revocable trust. A revocable trust is a legal entity created by an individual, known as the grantor, who places their assets and properties under the trust's ownership during their lifetime. The purpose of this letter is to inform the financial institution that the grantor intends to transfer their various accounts held with the institution into the ownership of their revocable trust, as allowed and governed by the laws of the United States. The letter will likely include specific details about the accounts to be transferred, such as account numbers, types of accounts, and any necessary documentation required by the financial institution to complete the transfer within the legal parameters of Pennsylvania and national laws.