Statement trust 2026

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The document is a Statement of Trust form from New York Life Insurance Company, intended for use with life and annuity policies. It outlines the necessary steps and information required to designate a trust as a beneficiary or owner of these policies, including completion of specific items, securing signatures, and providing proof of the trust's validity. The document also includes instructions for returning the form based on the policyholder's location and emphasizes the rights of the trust and insurer regarding policy ownership and beneficiary designations.

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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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