Mergers & acquisitions

If your financial institution is undergoing a merger with another financial institution, please follow the steps below:

  • Immediately notify WisTAF in writing of your financial institution’s decision.
  • Notify your affected attorney/law firm customers that your financial institution is merging with another financial institution.
  • Should the trust account numbers change during the merger, send an updated list of trust accounts to WisTAF using the contact information below:
    Wisconsin Trust Account Foundation, Inc.
    811 East Washington Sve., Suite 400
    Madison, WI 53703
    Phone: (608) 257-6845

Staff listing |
811 East Washington Ave., Suite 400, Madison, WI 53703
608.257.6845 or 877.749.5045 (toll-free)

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