(1) A written request for disclosure in physical or electronic form;
(2) A certified copy of the trust instrument or a certification of the trust under ORS 130.860 that includes consent to disclosure of the content of electronic communications to the trustee;
(3) A certification by the trustee, under penalty of perjury, that the trust exists and the trustee is a currently acting trustee of the trust; and
(4) If requested by the custodian:
(a) A number, user name, address or other unique subscriber or account identifier assigned by the custodian to identify the trust’s account; or
(b) Evidence linking the account to the trust. [2016 c.19 §12]
Structure 2021 Oregon Revised Statutes
Volume : 03 - Landlord-Tenant, Domestic Relations, Probate
Chapter 119 - Revised Uniform Fiduciary Access to Digital Assets Act
Section 119.006 - Definitions for ORS 119.006 to 119.081.
Section 119.011 - Authority of custodian.
Section 119.016 - Use of online tool to direct disclosure.
Section 119.021 - Disclosure of contents of electronic communications to personal representative.
Section 119.026 - Disclosure of catalog of electronic communications to personal representative.
Section 119.056 - Disclosure to conservator; court order.
Section 119.062 - Duties and authority of fiduciary.
Section 119.071 - Rights of custodians, users, fiduciaries and designated recipients.