Certification of Trust - centurionagencyltdcom 2026

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The document is a Certification of Trust form used by American General Life Insurance Company and The United States Life Insurance Company to gather essential information about a trust when applying for or managing life insurance policies, annuity contracts, or mutual fund accounts. It includes sections for account information, trust details, grantor trust information, trustee authority, declarations and signatures from trustees, and insured/annuitant information. The form ensures that the life insurance company can rely on the representations made by the trustees regarding the trust's validity and authority.

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Click ‘Get Form’ to open the Certification of Trust in the editor.
Begin by filling out the Account Information section. Indicate whether this form is for an existing policy, annuity, or mutual fund account, and provide the relevant account number.
In the Trust Information section, enter the full legal name of the trust, execution date, tax identification number, and state of establishment. Specify if it is a revocable or irrevocable trust.
If applicable, complete the Grantor Trust Information for annuities. Indicate if it is a Grantor Trust and provide details such as grantor names and social security numbers.
Fill in Trustee Authority by listing all authorized trustees and specify their acting authority (independently or jointly).
All currently acting trustees must sign in the Trustee Declaration section. Ensure each trustee understands their responsibilities and has consulted legal counsel if necessary.
Complete the Insured/Annuitant Information section if required. Certify that consent has been given for using their life in relation to the insurance policy or annuity contract.

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What is the purpose of a certificate of trust?

A certification of trust is a type of declaration of trust. The difference is that it excludes the details of what property is held in the given trust and the identity of beneficiaries.

How to find a certificate of trust?

Alternatively, here are other sources for a certificate of trust: The bank, brokerage, escrow company or other financial institution likely has a trust certificate form you can fill out and use. An estate lawyer or other attorney can help draft a certificate of trust.

Can you look up trust documents online?

Although California doesnt typically provide full access to trusts online, you might find limited information depending on the type of trust and whether it was recorded in connection with any legal proceedings.

What is the difference between a trust and a certification of trust?

Write Up the Certificate You may want to work with an estate planning attorney to do so. There are also online estate planning services and software tools you can use to set up a trust. While creating the trust, ask the provider if they can give you a certificate.

Where can I find a certificate of trust?

There are three ways to get a certificate of trust made: With a lawyer. An estate planning attorney can draft a certificate of trust for you to accompany your trust. With estate planning software. With a state-specific form from a financial institution or notary public.

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