Aig certification of trust 2026

1. Click ‘Get Form’ to open the aig certification of trust in the editor.
2. Begin by filling out the Account Information section. Indicate whether this form is for an existing policy, annuity contract, or mutual fund account, and provide the corresponding account number if applicable.
3. Next, move to the Trust Information section. Enter the full legal name of the trust, the name of the trust settlor, execution date, tax identification number, and state where the trust was established. Specify if the trust is irrevocable or revocable and provide details about who can revoke it.
4. In the Tax Treatment Information section, answer whether this is a Grantor Trust and confirm if all beneficiaries are individuals if it’s a Non-Grantor Trust.
5. Proceed to fill in Trustee(s) Authority by listing all authorized trustees and indicating their authority to act independently or jointly.
6. Finally, complete the Trustee(s) Declaration and Signature Information by having all acting trustees sign and date where indicated. Ensure that all required information is accurate before submission.

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