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1. Investment Authority: Required when the trust account includes investment management services

2. Multiple Account Holders: Required when there are multiple parties with authority over the account

3. Digital Banking Services: Include when online or digital banking services are provided for the trust account

4. Foreign Currency Provisions: Required for trust accounts handling multiple currencies

5. Successor Trustee Provisions: Include when specific provisions for trustee succession are needed

6. Tax Reporting Requirements: Include for specific tax reporting arrangements beyond standard requirements

7. Special Instructions: Required when there are unique operating procedures or restrictions for the account

1. Schedule A - Fee Schedule: Detailed breakdown of all fees and charges applicable to the trust account

2. Schedule B - Authorized Signatories: List of individuals authorized to give instructions regarding the account

3. Schedule C - Operating Procedures: Detailed procedures for account operations and transaction processing

4. Schedule D - Know Your Client Information: Required client identification and verification documentation

5. Schedule E - Investment Guidelines: If applicable, detailed investment parameters and restrictions

6. Appendix 1 - Account Opening Forms: Standard forms required for account opening and regulatory compliance

7. Appendix 2 - Specimen Signatures: Signature specimens of authorized signatories