Corporate Trust Services

Corporate Trust Services

For generations, BB&T Corporate Trust Services has helped public and private organizations raise capital. We give you the edge with behind-the-scenes support. We offer:

  • Personalized service tailored to the needs of each client
  • Comprehensive technological, financial and professional resources
  • Strength of one of the world's largest financial institutions, founded in 1872

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Throughout the life of the bond issue, you can count on BB&T Corporate Trust Services to support you with a full range of agency and custodial services:

Bond/Indenture Trustee
  • Ensure that bondholders are protected and that the issuer is performing its obligations
  • Authenticate bond certificates and ensure issuer compliance
  • Monitor principal and interest payments and submit periodic reports to bondholders
  • Prepare tax reporting information
  • Administer sinking funds and represent bondholders in the event of a default
Bond Registrar and Paying Agent
  • Act as bond registrar when BB&T Corporate Trust Services does not act as bond trustee
  • Process registration of transferred securities and pay interest to bondholders on behalf of the issuer
  • Maintain records to prevent over-issuance of certificates, and cancel matured certificates
  • Verify that adequate funds are available for scheduled payments, and maintain detailed payment records
  • File reports with federal and state authorities
Credit Facility Trustee
  • Hold a trustee institution's letter of credit
  • Draw upon that letter as directed by the trustee
Document Custody Service
  • Maintain physical custody of legal documents
  • Store documents in a secure, fireproof, climate-controlled vault
  • Provide recordkeeping functions and government reporting, primarily for mortgage loans
  • Audit and certify mortgage loans sold on the secondary market
Escrow Agent
  • Serve in third-party arrangements
  • Maintain physical custody and recordkeeping until conditions detailed in an escrow agreement are met
  • Protect the interests of all parties to the agreement
Institutional Custodian
  • Provide physical protection of securities and financial documents
  • Collect dividends and interest to be remitted, deposited or invested as directed
  • Respond to conversions, bond calls, exchanges, redemptions and shareholder communications
  • Execute and settle client-ordered purchases and sales
  • Report all transactions in detail periodically
Pooled Mortgage Custodian
  • Work with mortgage lenders who pool mortgages for resale
  • Provide physical custody of all related documents
  • Perform regulatory reporting

BB&T provides personalized, responsive service to all of our clients. We are driven by a long-standing commitment to client needs and we are backed by comprehensive financial, technological and professional resources.


Our team members have extensive backgrounds in trust and securities law, investments, compliance, account administration, and systems and operations.


Our investment management accounting capabilities are comprehensive, flexible and designed to allow for future growth.


Our behind-the-scenes support, combined with online access, allows you to respond to clients at market speed.


Our team is dedicated to building and maintaining strong client relationships so that your business gets the attention it needs to thrive.


Since 1872 we've remained strong and stable during every kind of financial environment.

Our specialists work closely with large and small organizations that require turnkey solutions to raise capital:

Public and Nonprofit Organizations

  • Foundations and endowments
  • State and local governments
  • Charitable institutions

Private Organizations

  • Third-party advisors, such as attorneys and investment underwriters
  • Financial service providers
  • Debt issuers in the corporate sector

We will work with you to form a solutions-based partnership that equips you for long-term success in the credit markets.

BB&T Corporate Trust utilizes a state-of-the-art digital bookkeeping system, and we maintain on-premises IT resources, including an in-house programming staff.

With TAMLink, you have access to the latest information on your investments including portfolio review, investment details, tax lot listings, portfolio percentage charts and market value charts. TAMLink provides:

  • Secure online information with no additional software required
  • Current transaction statements
  • Current asset statements
  • Data current as of the close of the most recent business day

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We provide the following forms online for your convenience:

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