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