The easiest and fastest way to confirm the trust is accredited is to upload a letter indicating that the trust is an accredited investor, signed by an accountant/lawyer/broker-dealer/investment advisor, template letter can be found HERE.
However, the following are alternative methods for revocable and irrevocable trust investors:
Option 1: Revocable Trust
Provide a copy of the trust deed
AND one of the following
An accredited investor letter confirming that each Trust grantor(s) is an accredited investor(s)
Documents verifying that the Trust grantor(s) has a net worth exceeding $1M USD either by themselves or jointly with their spouse, must be dated within the past 90 days from the date of the request.
Documents verifying that the Trust grantor(s) has an income of $200,000 USD individually or $300,000 USD jointly with a spouse in each of the past two years and the current year
Documents verifying that the Trust grantor(s) currently maintain a FINRA Series 7 or FINRA Series 63 license (see SEC rules here).
Documents verifying that the Trust entity owns more than $5M USD in assets
Documents verifying that the Trustee or co-trustee of the trust is a bank, insurance company, registered investment company, business development company, or small business investment company
Option 2: Irrevocable Trust
Provide a copy of the trust deed
AND one of the following
Documents verifying that the Trust entity owns more than $5M USD in assets
Documents verifying that the trustee or co-trustee of the Trust is a bank, insurance company, registered investment company, business development company, or small business investment company