Forms Library

Traditional Trust accounts including endowments, private foundations, CRUT/CRAT/ etc.

• Trust Fee Schedule - Directed Trust
• Trust Fee Schedule - Separately Managed Account
• Trust Fee Schedule - Administrative Trustee Fee Schedule
• Trust Fee Schedule - Asset Allocation Program
• Trust Business Referral Form
• Estate Valuation Form

Please contact Dunham Trust Company (888) 438-6426 or your Regional Director (800) 442-4358 for review of the trust documents prior to submitting new account forms.