Click on the hyperlink above to access the Inter Vivos Trust Checklist.
Obtain a fully executed copy the Inter Vivos Revocable Trust. Send a copy of the Trust to the UW and add to the UW Submission Checklist notes that the loan is closing in a Trust. If you would like to be proactive, review the questions on the Trust Checklist and ensure that all items are a True Statement.
The branch is NOT responsible for completing the Trust Checklist. The UW will review the Trust, complete the Trust Checklist and make a determination if the Trust is Acceptable for closing.