Yes. You can register your 360 Checking, 360 Savings or CD in the name of a Revocable Living Trust. Before you do this, make sure the ownership on your account matches your trust. For example, the Grantor of your trust must be the primary account holder and at least 18 years old. If you list a Trustee, he/she must also be the joint account holder.
To make ownership changes:
- The Grantor and Trustee must be 18 or older.
- If the Grantor’s name isn’t included in the title of the trust, you’ll also need to send a copy of the first page of the trust document.
- The Grantor and Trustee names and addresses on the 'Certification of Trust' Opens a new windowform must match the account information we have on file.
If you choose to fill out the ‘Certification of Trust Opens a new window’ form instead of registering online Opens a new window, you can return it along with any supporting documentation one of three ways:
|Email:||firstname.lastname@example.org Opens a new window|
|Mail:||Capital One 360
P.O. Box 60
St. Cloud, MN 56302
Please note, we are unable to register your account(s) as an Irrevocable Living Trust.