Voya trust certification 2026

1. Click ‘Get Form’ to open the voya trust certification in the editor.
2. In the POLICY INFORMATION section, enter the Policy Number if known and the Proposed Insured Name(s). This information is crucial for identifying the insurance policy associated with the trust.
3. Proceed to the TRUST INFORMATION section. Fill in the Name of Trust, State of Trust Creation, Creation Date, and Trust Tax ID Number. Indicate whether this life insurance policy is the sole asset of the trust by selecting 'Yes' or 'No'.
4. List the Name(s) of Grantor(s) / Settlor(s) and their Relationship to Proposed Insured. Then, provide details about Trustee(s) including their names and relationship to Grantor / Settlor.
5. Complete the TYPE OF TRUST section by checking all applicable boxes that describe your trust type.
6. In CERTIFICATION AND AFFIRMATION, ensure all trustees sign as required. Review each statement carefully before signing to confirm accuracy and authority.
7. Finally, complete the SIGNATURES section by having all trustees and grantors sign and print their names along with addresses and dates.

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