What Information is Required to Prepare a CTAC Administration Agreement?

Below is a list of the basic information needed.

  • Names and addresses of Trustees
  • Name of the Trust and the date the Trust was created
  • Besides the Trustees, the names and addresses of individuals who should be copied on CTAC correspondence sent to the Trustees

Please email this information to info@ctacadmin.com or mail it to:

Plaza South Two

7261 Engle Road, Suite 202

Cleveland, Ohio 44130

If you have any questions please call us at (800) 562.2045.  Thank you!

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