How to a transfer ownership of my savings account to my revocable trust?
I would like to move my savings account into my trust so that my family will avoid probate when I die. How do I do this?
I would like to move my savings account into my trust so that my family will avoid probate when I die. How do I do this?
I fully understand your question, and this is the wrong forum for the question. I’ll explain. You will need to contact Goldman Sachs Bank at the contact number below.
Apple Community Forums are more for technical hardware issues and Apple software issues. You are not working with Goldman Sachs professionals that are licensed to deal with your issue.
You need to phone Goldman Sachs Bank at the phone number below, no other means, and ask for the Trust Department. Trust officers will be able to answer all your questions and assist you with your needs.
CONTACTING — Goldman Sachs Bank
Call toll-free at 877-255-5923
Thank you for contacting the Apple Support Communities and I hope you have a great weekend.
I fully understand your question, and this is the wrong forum for the question. I’ll explain. You will need to contact Goldman Sachs Bank at the contact number below.
Apple Community Forums are more for technical hardware issues and Apple software issues. You are not working with Goldman Sachs professionals that are licensed to deal with your issue.
You need to phone Goldman Sachs Bank at the phone number below, no other means, and ask for the Trust Department. Trust officers will be able to answer all your questions and assist you with your needs.
CONTACTING — Goldman Sachs Bank
Call toll-free at 877-255-5923
Thank you for contacting the Apple Support Communities and I hope you have a great weekend.
Called 877-255-5923 and they said they cannot move the account to a revocable trust or make a trust as a beneficiary. Said this was a different type of savings account. So unless discovers a new approach, you are out of luck adding this account into a revocable trust.
Yes, I know. Thank you for your post. In the last 2 ½ months we’ve learned a lot about Apple Savings Account. It’s always great to share experiences in the community and help fellow members. Thanks again!
But I was able to add a beneficiary. I read that a beneficiary overrides a trust.
That’s correct. You cannot designate a trust as a beneficiary of an Apple Savings account.
How to a transfer ownership of my savings account to my revocable trust?