Welcome to the Beneficiary Resource Center!
Beneficiaries are the heart of our business. We are committed to making your trust information clear, accessible, and secure.
ShareFile Folders
Please use your personalized ShareFile folder to communicate with our team, upload your Beneficiary Packet, and to conveniently download trust information.
Distribution Requests
If you would like to request a distribution from your trust, please complete and submit a Distribution Request Form. The form allows you to specify the amount requested, the purpose of the distribution, and how the funds should be sent. Please download the form, complete all required fields, and upload the signed and dated form to your secure ShareFile folder. You may also email the form to your Trust Officer. Please do not send bank information over unsecured email.
Trust Accounting/Trust Information Requests
Transparency is a key part of our commitment to serving our trust beneficiaries. If you would like to request a copy of your trust’s accounting or need additional information about the administration of your trust, we are here to help. To submit a request, please contact a Trust Officer directly or upload a written request via your ShareFile folder. We will review your request and respond as promptly as possible, typically within ten business days.