Get Trust Information Form And Trustee ... - Equitrust

This guide provides clear instructions on how to accurately complete the Trust Information Form and Trustee Certification Agreement for EquiTrust. By following these steps, you will ensure that all necessary information is provided correctly.

Follow the steps to fill out the trust information form effectively.

1. Click the ‘Get Form’ button to access the form and open it in the document editor.
2. Fill in the legal name of the trust in the designated field. This should match the name as it appears in the trust document.
3. Enter the effective date of the trust. This is the date on which the trust became operational.
4. Provide the name of the grantor of the trust, which is the person who created the trust.
5. Indicate the type of trust by selecting from the options: inter vivos, revocable, irrevocable, or testamentary.
6. Enter the taxpayer identification number for the trust. This is necessary for tax purposes.
7. List the names and addresses of all current trustees of the trust. If needed, attach an additional sheet with further details.
8. Attach the first page and all additional pages of the actual trust document, which outlines who may act as trustee.
9. Select the appropriate option regarding actions to be taken on behalf of the trust — either by all trustees, one trustee acting alone, or specifying a number of trustees.
10. The trustees must then certify that the information in the 'Trust Information' section is accurate and complete. Each trustee needs to sign the certification.
11. Complete the notary section by entering the relevant state and county and obtaining the notary's signature.
12. Finally, save your changes, download the completed form, print it for your records, or share it as needed.

Complete your trust documents online today for a smooth and efficient process.