This document has instructions of how to send domestic and international wire, send check and also DTC asset delivery.
| WIRE INSTRUCTIONS (Do not use the address below for checks.) | |
| Institution Name: | Fremont Bank |
| Institution Address: | 39150 Fremont Blvd., Fremont CA 94538, USA |
| Phone Number: | (800) 248-8447 (c/o Forge Trust Company) |
| Routing Transit Number (ABA): | 121107882 |
| Beneficiary Account Number: | 19902328 |
| Beneficiary Account Name: | IRA Services Trust Company |
| For Further Credit: | [FBO: Participant Name and Account Number] |
*Incoming Wire Fee applies. Please see the Fee Schedule for more information.
| INTERNATIONAL WIRING INSTRUCTIONS | |
| Intermediary Bank: | Wells Fargo Bank |
| Bank Location: | San Francisco |
| Bank SWIFT: | WFBIUS6S |
| Beneficiary Bank: | Fremont Bank |
| Beneficiary ABA: | 121107882 |
| Beneficiary Name: | IRA Services Trust Company |
| Beneficiary Number: | 19902328 |
| For Further Credit/Reference Information | [FBO: Participant Name and Account Number] |
| CHECKS & DOCUMENT INSTRUCTIONS (INCLUDING BILL PAY) | |
| Make checks payable to: | IRA Services Trust Company, CFBO [Client Name] |
| Check Memo Line: | Forge Trust Account Number |
| Bank SWIFT: | WFBIUS6S |
| Mail Checks and Documents to: | Regular Mail Forge Trust PO Box 7080 San Carlos, CA 94070-7080 Overnight Mail Forge Trust 1160 Industrial Road, Suite 1 San Carlos, CA 94070-4128 |
Use of any address for checks, other than those shown above, will delay the processing of your funds.
| DTC ASSET DELIVERY INSTRUCTIONS (to send assets via DTC) | |
| Firm Name: | Morgan Stanley |
| DTC Number: | 0015 |
| Account Title: | IRA Services Trust Company IRA C/F IRA Service Trust Company |
| Account Number: | 662-064002-866 |
| For Further Credit: | All assets held will reflect FBO: [Participant Name & Account Number] |