Group Trust New Member Application Checklist (WC-269 - Missouri 2026

1. Click ‘Get Form’ to open the Group Trust New Member Application Checklist (WC-269) in the editor.
2. Begin by filling in the 'Group Trust Name' and 'Group Trust Acronym' fields. Ensure that these are accurate as they represent your trust's identity.
3. Next, enter the 'New Member Name' and any 'd.b.a.' (doing business as) name if applicable. This identifies the new member applying for trust membership.
4. Complete the address section with your full address, including city, state, and ZIP code. This is crucial for correspondence regarding your application.
5. Review the list of required documents to be submitted alongside your application. Check each box as you prepare these documents: Form WC-81B, financial statements, experience modification worksheet, policy quote-premium worksheet, loss runs for three years, trust agreement signature page, and proof of payment.
6. Fill in the coverage effective date and discount information. Indicate whether the applicant meets trust underwriting guidelines by selecting 'Yes' or 'No'. If 'No', provide a reason and attach any necessary documentation.
7. Finally, ensure all notes are filled out clearly before submitting your application for approval within 15 days of its effective date.

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