- Starts with the completion of our Consumer Information Form (CIF).
- Fax, email, or mail to Arlington Heritage Group.
- Contracts and other paperwork for opening the trust will be sent to the decision maker for signing.
- Trust documents and initial deposit check will be sent to AmeriServ Trust & Financial Co. — thereby establishing the account.
- Consumers have up to three years to fund the trust. If the trust is not funded within three years, a small adjustment is made for inflation.
Click here to fill out a Consumer Information Form