Corporate Trustee Application
How The Qualification Process Works
- Click here for the application and listing form to print out.
- Fill in requested information & sign the completed agreement.
- Send the completed forms, along with qualifying documentation per the instructions on the application.
Qualifications and Documentation
To be eligible for inclusion, submit a signed application along with supporting documentation:
- An official statement dated within the last 24 months listing the company’s name as Corporate Trustee on a municipal-bond issue.
Your Account Representative can answer all of your questions regarding the application process and your listing.