Re: adding trust to existing credit union accounts

[Noelle <noelle>]

It appears that we may be having a similar problem with Alliance 
that we are with Keypoint w.r.t. insisting that accounts associated 
with the trust be "joint" accounts.

In particular, Alliance is saying that the existing individual 
checking and savings accounts cannot be changed to the trust because 
there is a mortgage account associated with my same member number.  
To your knowledge, has anyone else with a mortgage with Alliance 
experienced this problem?

As a possible solution, they suggested opening up brand new accounts 
under the name of the trust; in that case, they would be essentially 
"joint" accounts since Robert needs to have his social security 
number as the primary Tax ID on the accounts (this is stipulated 
in the certification), with my SSN being secondary.

Thanks for any further advice.