Advance Trust & Life Escrow Services : Fee Schedule
Fee Schedule

Our Current Fee Schedule is as follows:

  • Resale of your interest in a policy to another purchaser: $200 per policy position purchased
  • Account Change Due to Death of Purchaser: $200 per heir
  • Account Change Due to Divorce: $200 per purchaser
  • Account Re-Registration (For example, a transfer from one type of IRA to another (i.e., from a traditional to a ROTH), a transfer from an individual’s IRA to his or her cash account, or a transfer from an individual to a family trust): $200 per purchaser
  • Required Minimum Distribution from IRA: $50.00 per purchaser
  • Name Change Only Due to Marriage or Divorce: No charge
  • Cashier's Certified Check - $25.00
  • Certified Mail - Return Receipt Requested - $6.00
  • Overnight Delivery - Domestic - $25.00
  • Overnight Delivery - Foreign- $40.00
  • Wire Fee - Domestic - $25.00
  • Wire Fee - Foreign - $50.00
  • Wire Retrieval - Domestic - $25.00
  • Rejected Wire - $25.00
  • Rejected Wire - Foreign - $50.00
  • Refund of Premium Payment Requested in Error - $10.00
  • Foreign Bank Check or Bank Draft – Fees or Exchange Rate Discount imposed by depository institution, plus a $25.00 ATLES special handling fee
  • Returned Check - $25.00
  • Stop Payments - $25.00
  • Tax Form Changes for Revised 1099's (due to wrong TIN number provided by Seller, Purchaser, or Beneficiary) - $50.00