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OSNT CONTACT INFORMATION UPDATE FORM

Please help us keep your account information up to date. Use this form to notify us of any address, phone number or email changes for the trust beneficiary or authorized representatives.

*Do NOT use this form to change the list of authorized representatives or remainder beneficiaries.
Those changes cannot be done online. Please visit the OSNT Forms page to download change forms.*


 

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Please submit a copy of legal name change verification document(s).
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You have indicated that the Trust Beneficiary has moved out of Oregon. Please contact our office immediately at 503-581-2726 to discuss the possibility of transferring this trust account to another pooled trust in the beneficiary's current state of residence.

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