2023 Vermont Branch Trust Activity Annual Report

Pursuant to Title 8, Vermont Statutes Annotated, Section 11403, all trust branches of state financial institutions must prepare and submit under oath, no later than APRIL 1, 2024, one copy of this report. This report is required whether or not any activity took place during 2023, if none, so state.

If you have any questions or encounter any problems in complying with the above report, please contact this Department at dfr.bnkconsumer@vermont.gov prior to April 1, 2024.

ALL TRUST BUSINESS INFORMATION SHOULD

INCLUDE VERMONT ACTIVITY ONLY.

WARNING

This report must be filed by each entity engaged in an activity approved by the Commissioner pursuant to Title 8, V.S.A. Section 11403.

Institution Name*

Name of Reporting Individual*

Phone Number*

Area CodePhone Number

E-mail*

TRUST ACTIVITY IN VERMONT

Total number of trust accounts in Vermont as of December 31st*

Total dollar amount of assets under management in Vermont branches as of December 31st*

Total number of branches in Vermont as of December 31st*

Comments:

By typing his/her first and last name, the undersigned states that he/she has executed the foregoing annual report under Title 8, Chapter 201 of Vermont Statutes Annotated; that he/she has been duly authorized to execute and file such report; and that to the best of his/her knowledge, information, and belief, the report and accompanying materials contain no misstatement of fact and do not omit a called for material fact.

E-Signature*

Date*

MonthDayYear

2023 Vermont Annual Report for Trust Activity