What if I am using a trust account?

If you're using a trust account, there is an additional step to ensure that you are entering in all of the banking information correctly.

NOTE: This article focuses mainly on trust accounts that require "Further Credit To", where two financial institutions may be involved.

When you receive a request to submit your banking information:

Step 1: Enter Trust Information

• Enter the Routing Number that you were provided
• Select Account type from the drop down menu
• Select the checkbox for This is a trust

• Enter Trust account holder
  • May also be referred to as "For Credit To"
  • NOTE: Trust name must match bank account
• Enter Account number provided for the trust account
• Confirm Account number
• Enter Account billing address
  • NOTE: This address should be the address that is on file with the bank account. This is NOT asking for the actual bank's address.

Step 2: Enter Final Credit To Information

1. After entering in the above information, Select Add final credit to
2. Enter Account holder information
   • NOTE: This is the name of the account holder for the account where the funds will ultimately be deposited into
   • May be referred to as "For Final Credit To", "For Further Credit To", or "For the Benefit Of"
3. Enter Account number
4. Confirm Account number

Example of Sample Instructions

Sample Wiring Instructions

Sample Entry into CertifID

Still having issues with entering information for a Trust account? Feel free to reach out to CertifID support at [e-mail]!