Revocable Trust Ownership
A Simple Online Process
Trust us—you've got this! And we want to make setting it up an easy experience.
The Apply Now button below will take you to a fillable PDF application. Review the step-by-step instructions, print or complete the form online, then securely upload the app and necessary support documents through our secure upload portal.
1. Open, complete and download the Trust Application.
2. Gather any required documents and upload with your completed application via our Secure Upload.
3. An IncredibleBank concierge will call or email you within two business days about the status of your application.
4. If you have any questions along the way, contact one of our incredible concierges at 877-261-4750.