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
  Email: service@wistaf.org