Estate planning at American Century

Use the Transfer of Ownership form to re-register an existing non-retirement account into the trust, and send the trust title page, signature page, and the pages identifying all trustees. Read the signature-guarantee table on that form before you mail it: a transfer into a trust whose trustees are the same as the current account owners is listed as requiring no guarantee, while transfers to a different trust, to a non-trust account, or by former trustees require a Medallion Signature Guarantee. Provide the trust Tax ID -- without it, American Century reports under the first Social Security number listed. An IRA can never be retitled into a trust; name the trust as the IRA beneficiary instead.