Life trust certification form 2026

1. Click ‘Get Form’ to open the life trust certification form in the editor.
2. Begin by entering the Policy Information. Fill in the proposed insured's name and policy number(s) accurately.
3. In the Trust Information section, provide the name of the trust and details about the trustee(s), including their relationship to the grantor(s).
4. Complete the Tax Identification Number field for the trust. If you have applied for a TIN, check the appropriate box.
5. Indicate whether this is a Grantor Trust by selecting 'Yes' or 'No', and if applicable, provide the grantor’s TIN and date of birth.
6. Specify how transaction requests must be authorized by selecting one of the options provided regarding trustees.
7. List current beneficiaries of the trust and fill in important dates such as effective date and execution date of the trust.
8. Provide the address of the trust, ensuring all fields are filled out completely.
9. If an attorney prepared your trust document, indicate 'Yes' or 'No' and provide their contact information if applicable.
10. Review all sections for accuracy before signing. Ensure that all required signatures are completed at the end of the form.

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