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How to use or fill out Certification of Trust - Thrivent Mutual Funds - MF24143 Download this form to authorize ownership
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Click ‘Get Form’ to open it in the editor.
In Section 1, enter all relevant Thrivent Financial account numbers associated with the trust. This ensures proper identification of the accounts.
Proceed to Section 2 and provide details about the trust, including its establishment date, exact name, grantor's name, type of trust (irrevocable or revocable), and grantor's Social Security number and date of birth.
In Section 3, list all currently acting trustees. Include their names, addresses, Social Security numbers, and dates of birth. Ensure accuracy for correspondence purposes.
Section 4 requires you to indicate whether co-trustees can act independently. If not, specify how many signatures are needed for transactions.
Complete Section 6 by signing and dating where indicated. Ensure that all required signatures are obtained based on your state’s requirements.
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What is the phone number for Thrivent Mutual Funds?
For additional information, contact your financial advisor or call Client Services at 800-847-4836 and state Thrivent Choice at the prompt.
How to fill out a certification of trust form?
Certificate of Trust forms typically contain the following elements: The name of the trust and the date when it was created. The trust tax ID number. The name and address of the settlor (grantor) The name and address of the trustee. The trustees powers (full or limited) The type of trust (revocable or irrevocable)
How to confirm a trust?
Consider taking the following steps to locate a trust. Check with the successor trustee. Check with the decedents estate planning attorney or financial adviser. Check with close relations of the decedent. Check the decedents safe or safety deposit box. Check the decedents home, office and car.
How does Thrivent make money?
Fees other companies pay us to offer their products. Revenue-sharing agreements with certain mutual fund families and insurance companies. Investment and interest income. Thrivent offers a range of products and services designed to help you meet your financial goals and needs.
How to pull money out of thrivent?
How do I redeem, take money out or sell shares of my mutual fund account? Log in to thrivent.com. Select the account you want to redeem. Under Investment actions on the right, choose Redeem. Click Redeem existing fund. Choose which fund you want to use for redemption.
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Does a certificate of trust need to be docHubd in California?
While a trust does not need to be docHubd in California to be valid, there are a few reasons why you may want to consider having it docHubd. Notarizing a trust can increase its authenticity, reduce the risk of fraud, and make it easier to transfer assets to the trust.
What is another name for a certificate of trust?
A certificate of trust also called a trust certificate or memorandum of trust is a legal document thats often used to prove (or docHub) a trust exists and to provide information about its important terms.
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