Penn mutual certification trust form 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering the policy information, including the names of the insured and joint insured, along with the policy number.
3. 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.
4. Fill in the dates for when the trust was signed and last amended, as well as its situs and tax identification number.
5. Complete the Grantor information if applicable, detailing their relationship to the insured.
6. Indicate how many trustees are required to act on behalf of the trust and whether it is revocable or irrevocable.
7. Finally, ensure all trustees sign and date at the bottom of the form to certify its accuracy.

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