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Trust certification form 2026

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The document is a Trustee Certification form for the Western Reserve Life Assurance Co. of Ohio and Transamerica Life Insurance Company, detailing the necessary information about a trust and its trustees. It includes sections for contract policy information, trust details, permitted investments, and authorized individuals to act on behalf of the trust. The form requires certification from trustees regarding their powers and responsibilities, as well as compliance with legal requirements.

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Click ‘Get Form’ to open the trust certification form in the editor.
Begin by filling out the 'Contract Policy Information' section. Enter the name of the contract/policyowner(s) and their corresponding contract/policy number(s).
Proceed to 'Information About The Trust'. Complete every line, including the full title of the Trust, date of establishment, latest amendment date, and Tax Identification Number. If a field is not applicable, indicate with N/A.
In the 'Investments Permitted' section, check all types of investments that are allowed under your Trust Agreement.
Lastly, fill in the 'Authorized Person(s)' section by listing trustee names and signatures authorized to give instructions for the trust. Ensure all trustees sign where indicated.

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