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- Click ‘Get Form’ to open the statement trust document in the editor.
- Begin by completing items 1-10 on page one. This includes entering the proposed insured's name, policy number, and details about the trust such as its name and date.
- Ensure that you provide the state where the trust was established and list all beneficiaries along with their relationship to the proposed insured.
- If there are multiple trustees, make sure all trustees sign the applicable forms unless your trust agreement states otherwise.
- Proceed to page three and secure all required signatures, including those of any agents assisting you.
- Finally, return the completed form to the appropriate service center based on your location as indicated in the instructions.
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| 2010 | 4.9 Satisfied (40 Votes) |
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