How to use or fill out the Penn Mutual Certification Trust Form
- Click ‘Get Form’ to open it in the editor.
- Begin by entering the policy information, including the names of the insured and joint insured, along with the policy number.
- In the Trust Information section, provide the name of the trust and details for up to three trustees. If there are more than three, add an additional sheet.
- Fill in the dates for when the trust was signed and last amended, as well as its situs and tax identification number.
- Complete the Grantor information if applicable, detailing their relationship to the insured.
- Indicate how many trustees are required to act on behalf of the trust and whether it is revocable or irrevocable.
- Finally, ensure all trustees sign and date at the bottom of the form to certify its accuracy.
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| 2014 | 4.8 Satisfied (44 Votes) |
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