Opening a Trust Account


If you’re interested in opening a Trust account, please complete the following steps.

Trust accounts with a separate Employer Identification Number (EIN) are ineligible to use this online application and must be opened in person at one of our branches .

What Salem Five will need from you:
  1. Your completed Trust Application
  2. Completed W‑9 Form
  3. Completed Delegation of Trustees Form
  4. A copy of a government-issued ID (driver’s license or state ID)
  5. A notarized copy of the Certificate of Trust or Trust document
  6. Your funding check (minimum $10 per account)

Mail all documentation to: Salem Five Bank, Attn: Account Opening, 210 Essex Street, Salem, MA 01970

Please note:
  • By submitting the application, you authorize Salem Five to obtain credit and reference information from consumer reporting agencies for evaluation.

All supporting documents and questions may be emailed to: accountopening@salemfive.com