The Unincorporated Business
Organization Trust Forms
These forms are included in Unincorporated Business Organization Trust business forms package.
- CONTRACTOR AGREEMENT-
Independent Contractor Agreement
- INDENTURE-
Declaration Creating the Trust
- TRUST FORMATION FORMS -
Trustee Acceptance
List of Assets
Trustee Resignation Letter
Trustees Fee Agreement
Trust Protector Notification
- MINUTES FORMS -
Initial Trustee Meeting
Addendum to Initial Trustee Meeting
Promissory Note to Trust
Banking Resolution
Custodial Account Request
Approval to Reissue TCUs
Appointment of Successor Trustee(s)
Continuity of Management
Managing Directors Appointment of Secretary and Bookkeeper
Trustee Meeting to review above
Proposal to Exchange Property for Trust Certificates
Proposal to Invest Funds for Trust Certificates
Trust Meeting to consider above proposals
- GENERAL FORMS -
Registry of Trust Certificate Units
Trust Certificate
Promissory Note
Bill of Sale