What should I name a Testamentary Trust for Ally Bank 40 character limit beneficiary? Ally has been no help. I have now spoken to 3 chat reps and 2 phone reps plus 2 supervisors and they have been so disrespectful and terrible to deal with that I am contemplating pulling everything from them.
Anyways, the name of the Will and Testamentary Trust is: First Name Last name Support Trust U/W/O First name Last name dated February 01, 0101. Ally only allows letters and numbers and the trust name and will name has the same last name. Right now I have it shortened where I have the testamentary name removed and it just says Trust so it reads: Trust UWO first name last name Feb 01 0101. Idk if this seems right though or not. It also has an option for POD or In Trust of.
Any help would be much appreciated. Thank you!
Anyways, the name of the Will and Testamentary Trust is: First Name Last name Support Trust U/W/O First name Last name dated February 01, 0101. Ally only allows letters and numbers and the trust name and will name has the same last name. Right now I have it shortened where I have the testamentary name removed and it just says Trust so it reads: Trust UWO first name last name Feb 01 0101. Idk if this seems right though or not. It also has an option for POD or In Trust of.
Any help would be much appreciated. Thank you!
Statistics: Posted by gator1 — Tue Mar 12, 2024 7:20 am — Replies 0 — Views 14