In accordance with 5 C.F.R. § 2634.404(a), any executive branch employee, spouse, or minor or dependent child (or that person's representative) who is interested in establishing a qualified blind trust or a qualified diversified trust must consult with the U.S. Office of Government Ethics (OGE) before beginning the process of creating the trust. OGE is the only entity that has the authority to certify a qualified blind trust or a qualified diversified trust. Consulting with OGE early in the process can help determine if a trust is the most appropriate approach and, if so, will ensure that all requirements of the regulation are met. An employee interested in establishing a qualified blind trust or a qualified diversified trust should reach out to their agency's ethics office for OGE contact information.
Information on Qualified Trusts
Qualified Blind Trust Model Documents
Qualified Diversified Trust Model Documents
Additional Trust Documents
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