Certification of Trust - centurionagencyltdcom 2026

1. Click ‘Get Form’ to open the Certification of Trust in the editor.
2. 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.
3. 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.
4. 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.
5. Fill in Trustee Authority by listing all authorized trustees and specify their acting authority (independently or jointly).
6. All currently acting trustees must sign in the Trustee Declaration section. Ensure each trustee understands their responsibilities and has consulted legal counsel if necessary.
7. 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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