Re: adding trust to existing credit union accounts (fwd)

[robert <http://dummy.us.eu.org/robert>]

 > From: Noelle <noelle>
 > Date: Mon, 2 Jul 2018 14:29:11 -0700 (PDT)
 >
 > Alliance called and the guy said that according to compliance 
 > officer and the VP of something or other that since we have both 
 > names on trust that the accounts have to have your name too. I told 
 > him "what year is this? why can't I keep my own accounts??"

We need to ask him for documentation on what sections of the trust imply
that we need to have both of our names on the accounts.

What guy called?  Was it Christopher Solis?

 > they seem to think it's their policy and we have to comply.
 > So do we have to go back to J. Fraker and pay him to write up 
 > something or would that still not be enough for these people???