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

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

 > From: Noelle <noelle>
 > Date: Mon, 2 Jul 2018 16:19:20 -0700 (PDT)
 >
 > On Mon, 2 Jul 2018, robert wrote:
 >  >  > 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?
 > 
 > probably
 > maybe we could try th Almaden branch next

My feeling is that it won't matter because they may share the same
compliance officer.

I think we should push the envelope with Chris Solis first and, then, move
on if necessary.

It may help us understand what's needed for this and we can apply our
knowledge to where ever we go.

 >  >  > 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???