Checks cannot be paid directly to a beneficiary.   If request is to pay cable, pest control, cell phone, or any other monthly service, bills must be sent directly to our offices.

If you need assistance with this form, please contact:

Trina Boyce – Senior Trust Associate at 909-382-4833

Serving beneficiaries, last name starting with A-L, Vanesa Macias, Account Technician, at 909-382-4678

Serving beneficiaries, last name starting with M-Z, Hazel Harmon, Account Technician, at 909-890-3427

Requests are processed on Thursdays, or in case of holiday, checks will be processed the next business day. Some requests require review by the Master Trust committee. If your request is referred to the committee for review, you will be notified.

For Master Trust Use Only:

Set Review Date For:

Account Balance:

Approved by:

Referred to Committee?