Update Contact Information

Account Contact Information Update

Use this form to notify us of any address, phone number or email changes for the trust beneficiary or authorized representatives. Do NOT use this form to change the list of authorized representatives or remainder beneficiaries. Those changes cannot be done online. Please visit the Forms & Documents page to download change forms.

CHANGE DETAILS

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Please submit a copy of legal name change verification document(s).
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Maximum upload size: 2.1MB
To change a name, please upload a copy of legal documentation to verify the change.
You have indicated that the Trust Beneficiary has moved out of Oregon. Please contact our office immediately at 503-581-2726 to discuss the possibility of transferring this trust account to another pooled trust in the beneficiary's current state of residence.

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Update OSNT Newsletter Preferences

We send out an OSNT Newsletter four times a year providing tips for account holders, information about investment performance, and special feature articles.
Do you want to receive a paper copy by US Mail? *
Do you want to receive an email version of our newsletter? *
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