Get Trustee Certification - Sentinel Investments

Completing the Trustee Certification form for Sentinel Investments is a straightforward process that ensures accurate and up-to-date trustee information for your accounts. This guide provides step-by-step instructions to help you navigate the form efficiently.

Follow the steps to complete your Trustee Certification form online.

1. Click the ‘Get Form’ button to obtain the Trustee Certification form and open it for editing.
2. In the 'Trust Information' section, fill in the name of the trust, the date the trust was established, the tax identification number or Social Security number, the daytime phone number, and the account number(s). Include the street address, city, state, and zip code as applicable. If you have a new address, check the designated box.
3. Move to the 'Qualified Plan Information' subsection and provide the name of the qualified plan. Again, if this address is new, ensure that you check the designated box.
4. Next, in the 'Certification of Trustee(s)' section, list all trustees and successor trustees. For each individual, provide their full name, Social Security number, date of birth, and address, ensuring that all relevant information is accurately filled. If there are more than two trustees, please attach additional information on a separate sheet.
5. Indicate whether 'and' or 'or' should be used between trustees in the appropriate section. Ensure that all trustees sign and date where required.
6. Complete the medallion signature guarantee section if applicable. This may require an official signature guarantee for certain transactions, depending on your bank or institution's requirements.
7. Review all sections to confirm that all information is correct and complete. Once you are satisfied, you can save changes to your form, download a copy, print it out, or share it as needed.

Take the next step in managing your trust by completing the Trustee Certification form online.