Get Company Affidavit

Filling out a Company Affidavit can be straightforward if you understand its components and the necessary steps. This guide aims to provide clear instructions to help you effectively complete the form online.

Follow the steps to complete your Company Affidavit online.

1. Click ‘Get Form’ button to obtain the form and open it in your digital editing tool.
2. Begin by filling in the contract number in the designated field. This number is crucial for identifying the specific policy or contract related to the affidavit.
3. Next, enter the name of the insured or annuitant. It is important to ensure that the name matches the official documents related to the contract.
4. Indicate the state and county where the affidavit is being executed. Make sure to provide accurate information, as this can impact the validity of the document.
5. Print your name in the section that requests it. This should be done legibly to avoid any misunderstandings.
6. Fill in the name of the trust you are representing as Trustee. This must be the exact name as stated in the trust agreement.
7. Include the date of the Trust Agreement in the appropriate space. This ensures that the trust is recognized as valid and in effect.
8. Review the statements regarding your authority as Trustee and the indemnification clause. Ensure you understand your responsibilities and the implications of this affidavit.
9. Once all fields are completed, proceed to sign the affidavit as Trustee, confirming your authorization and understanding of the document.
10. Finally, notary acknowledgment is required. Make arrangements for a notary public to witness your signature and complete the attestation section.
11. After completion, save your changes, and you may choose to download, print, or share the completed form as necessary.

Complete your Company Affidavit online today to ensure all documentation is processed efficiently.