Clean and Clear Certificates documenting that my deposited funds are not tied to any illegal activity.  Proof of funds for new home and vehicle purchases. Flag all accounts as “access restricted to essential bank personnel only” and tagged as non-test/non-training accounts. Access restricted to Senior Private Banker/Relationship Manager/Wealth Manager only. Within my agreements it will be stated that I am not to be contacted by anyone, via phone, text, email or mail, other than the Wealth Manager/Private Banker with whom I decide to do business, no salesmen, nobody. That my contact info is strictly private and his/her “EYES ONLY”. Also, that all my new business account information is wiped from all front teller screens and assistant manager screens etc., and only accessible by the Senior Private Banker/Relationship Manager/Wealth Manager. The account balance is to be “Masked”.  Specified business accounts will NOT be available online. The agreements must include that NONE of my information will be distributed to anyone without my signature and personal waiver lifting those restrictions on a case-by-case basis. I will sign all agreements presented, but reserve the right to have all agreements examined by my legal team within the allotted 3 day right of rescission.

Instructions: Copy the paragraph and paste it into your word processor (i.e. MS Word). Print it and sign it. Make a few copies and keep them with your Trust. Add it to the Minute section of you Trust binder. For details and instructions go here: indicatorinformation.net/how-to-format-a-page-to-add-a-minute-to-your-trust