Paperwork & Forms
The following forms are commonly required for trust administration and clearing requests. Forms are accepted at the annex service counter (Window B) during posted hours.
| Form | Description | Status |
|---|---|---|
| HTC-9B | Provisional Clearing Request | Available |
| HTC-11 | Trust Transfer (Non-Monetary) | Under procedural review |
| HTC-4D | Duplicate Stamp Authorization | Temporarily withdrawn for revision (est. restoration: pending) |
| HTC-1A | Lobby Access Petition | Available at counter only |
| HTC-7 | Request for Status of Previous Request | Available |
| HTC-2F | Correction of Previously Filed Correction | Under procedural review |
Forms submitted without a reference number will be assigned one. Forms
submitted with an incorrect reference number will be returned for correction.
Form HTC-7 may be used to request the status of a previously submitted form,
including a previously submitted HTC-7.
Form availability and acceptance criteria may vary. Prior versions of revised forms remain acceptable if stamped twice and witnessed by an individual familiar with the building.