Template to Add Deputy to Safe Deposit Box of Trust - Appointment Authorization Form

Aug 30, 2026

Upload by Aurora

Template for granting authorization to add a deputy to a trust’s safe deposit box account. Specifies roles for the grantor/settlor/trustor and trustee, the deputy’s identification, the bank name and account number, and required signature and date fields. Includes an indemnification clause requiring the grantor/ trustee to hold the bank harmless for the deputy’s acts or omissions until written revocation. Provides notarization wording and a seal, with an eligibility note for living competent settlors and signature requirements when the settlor is deceased or incompetent.

LanguageEnglish

CategoryForms

FormatDOCX

Pages2

Reading Time1 min

AccessFree to download

Appointment Request

Indemnification and Revocation

Grantor/Trustee Signatures

Notary Acknowledgment

Commission Expiration

Eligibility Note

FAQs

What information is required to add a deputy to the safe deposit box trust account?

The form collects the trust name, the deputy’s name, the safe deposit box account number, and the bank’s name and address, along with signature and date fields for the grantor/trustee.

How does the indemnification clause work in this form?

By executing the appointment, the grantor/trustee agrees to indemnify and hold the bank harmless for the deputy’s acts or omissions, unless and until the authorization is revoked in writing.

When does the form require additional signatures or not apply?

The note states it can only be used when the settlor is alive and competent. If the settlor is deceased, beneficiaries must sign unless the trust permits deputies who are not current trustees; if the settlor is incompetent, current trustee(s) and the guardian must sign.

Aug 30, 2026

Upload by Aurora