Get Affidavit- Trust

Filling out the AFFIDAVIT- TRUST online can be a straightforward process with the right guidance. This guide will walk you through each section of the form to ensure you provide the necessary information accurately and completely.

Follow the steps to successfully complete the AFFIDAVIT- TRUST form.

1. Press the ‘Get Form’ button to access the form. This will allow you to open and edit the document online.
2. Enter the name of the decedent, the date of death, and the city and state where they passed. This information is critical for identifying the correct estate.
3. Indicate whether a certified copy of the decedent’s death certificate is attached or if it has been previously submitted to the office.
4. Provide the policy number associated with the decedent's insurance policy. This helps link the affidavit to the correct policy.
5. Fill out the name of the trust established by the decedent and the date the trust was created. Ensure this information aligns with the decedent's estate documents.
6. Specify whether you are the trustee or co-trustees, and fill in the address where the policy proceeds should be sent, including the name, street address, city, state, and zip code.
7. Confirm that all taxes, funeral expenses, debts, and claims against the estate will be settled by you or confirm that they have already been paid.
8. Indemnify the company by agreeing to hold them harmless from any claims related to the policy proceeds and affirm the truthfulness of your statements by signing at the bottom.
9. Ensure your signature is notarized as required. This is a critical step to validate the affidavit. If necessary, attach any additional notarization.
10. Once all information is complete and verified, save your changes. You can then download, print, or share the form as needed.

Complete your documents online with confidence and ensure everything is filed correctly.