The right escrow agent can bring unique advantages to your corporation. As leading specialists in business escrow services, we’ll provide personalized support to critical business transactions, assets and custody partners that require escrow processing.

  • Mergers and acquisitions (M&A)
  • Class action, litigation and structured settlement
  • Private placement and subscription
  • Intellectual property
  • Contractor retention
  • Software licensing and source code
  • Government and EPA
  • 1031 Exchange depository
  • Tax reporting – 1099 and more
  • Real estate

Get in touch

Lars Anderson
Senior Vice President

Work with a timely, accurate and efficient escrow specialist.

At U.S. Bank, our global team of escrow specialists are dedicated to helping you reduce administrative burdens while improving efficiencies on your escrow accounts. We understand that escrow transactions require a quick turnaround. We provide timely, accurate services and industry-leading technology to help you achieve your goals.

Core services

  • Establish a special-purpose segregated trust account to hold settlement funds.
  • Hold, invest and disburse settlement funds in accordance with the escrow agreement.
  • Obtain qualified settlement funds (QSF) taxpayer identification numbers.
  • Fund payments of quarterly estimated and annual taxes, and file necessary federal and state tax returns.
  • Provide paper statements and secure online reporting of account holdings and activity to parties approved by counsel, the court or the claims administrator.

Benefit from resources and expertise few in the industry can match.

With us as your partner, you’ll work with experienced professionals with a history of success in high profile litigation matters: U.S. Bank escrow agents offer broad investment capabilities allowing flexibility with large investments among low interest rate environments.

  • Ability to hold large sums of money in a safe, stable environment
  • Accuracy and responsiveness in handling investment and disbursement
  • Working directly with claims administrators in disbursing claims
  • Coordination with claims administrator to offer seamless service
  • Secured maintenance of payment records and archives

Streamline onboarding with a dedicated escrow agent.

We’re here to make the process more streamlined with end-to-end onboarding services. We coordinate with all internal and external stakeholders when onboarding new escrow accounts. We’ll walk you through the Know Your Customer (KYC) process while providing ongoing support with document gathering and account approval.

Insights to help achieve your goals

Choose a merger and acquisition (M&A) escrow partner.

Attorneys need an escrow partner that they can depend on and is deeply aligned with their needs, concerns and priorities. Here’s what to look for as you choose a business escrow partner.

New technology streamlines M&A transactions

Learn how digital processes helped a large technology company with efficient shareholder payments and a prompt deal closing.

Know your customer: How updated rules affect M&A closings.

Anti-money laundering (AML) policy is changing, and legal teams need to know how updated regulations impact the closing process for mergers and acquisitions (M&A).

Start of disclosure content

Investment products and services are:

Not a Deposit • Not FDIC Insured • May Lose Value • Not Bank Guaranteed • Not Insured by any Federal Government Agency

Deposit products are offered by U.S. Bank National Association. Member FDIC.

The information included on these pages is for your information and is not intended as legal, accounting or tax advice. U.S. Bank and its representatives do not provide legal, accounting and/or tax advice. Clients are encouraged to contact their legal, accounting and/or tax advisor regarding their particular situation. While the information is intended to be accurate, neither U.S. Bank Investment Services nor the publisher accepts responsibility for relying on the information provided.