Get Trust Information Form - National Western Life Insurance ...

This guide provides step-by-step instructions on completing the TRUST INFORMATION FORM for National Western Life Insurance online. By following these guidelines, users can ensure they accurately provide all necessary information for their trust-related requests.

Follow the steps to successfully complete the form.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. In the Trust Information section, fill out the 'Formal Name of Trust' field with the complete name of the trust as it appears in legal documents. Enter the 'Date Trust Executed' to indicate when the trust was created.
3. Select the 'Trust Type' by checking either the 'Revocable' or 'Irrevocable' option to indicate the nature of the trust.
4. Provide the 'Trust Tax ID#' if it is revocable. If the trust is irrevocable, you may leave this field blank.
5. Fill in the 'Name of Grantor(s)/Settlor(s)' to identify the person or people who established the trust.
6. In the Trustee Information section, list the name of each Trustee along with their 'Date of Birth' and 'Address'. Ensure the details are accurate to prevent delays.
7. Specify if the Trustees may act independently, or if they must act together by selecting the appropriate option.
8. If there are Co-Trustees, indicate this by selecting 'Co-Trustees' and provide their details.
9. Answer whether the Trustees have unlimited power over insurance transactions by selecting 'Yes' or 'No'. If selecting 'No', provide an explanation in the designated space.
10. If there are Contingent Trustee(s), provide their information in the relevant section.
11. Lastly, all Trustees must sign and date the form certifying that the terms of the insurance product align with the Trust’s requirements.
12. After completing the form, carefully review all entered information for accuracy. Save your changes, then download, print, or share the form as needed.

Complete your TRUST INFORMATION FORM online to ensure a smooth processing experience.