Get Thrivent Mf24143 2020-2025

Filling out the Thrivent MF24143 form online can help streamline the certification of trust process. This guide will provide you with step-by-step instructions to ensure you complete the form accurately and efficiently.

Follow the steps to fill out the Thrivent MF24143 form online

1. Press the ‘Get Form’ button to obtain the Thrivent MF24143 form and open it for editing.
2. In Section 1, identify the trust by entering the exact name of the existing trust, the date it was established, and the name of the grantor. Specify whether the trust is irrevocable or revocable and provide the corresponding Employer Identification Number (EIN) or the Social Security number of the grantor.
3. Input the date of birth of the grantor in the designated field.
4. In Section 2, list the name, social security number, address, date of birth, city, state, and ZIP code of all currently acting trustees. Ensure that you provide accurate correspondence addresses, as the address of the first acting trustee will be used for all communications.
5. In Section 3, indicate whether co-trustees can act independently by selecting ‘Yes’ or ‘No’. If ‘No’ is chosen, specify the number of signatures required to transact, as all trustees will be needed for authorization unless otherwise indicated.
6. Proceed to Section 4 to provide any additional information relevant to the trust if necessary.
7. In Section 5, all currently acting trustees must read the agreements carefully before signing to affirm their authorization to conduct business on behalf of the trust. Ensure signatures and dates are correctly noted.
8. When applicable, affix a notary stamp if any currently acting trustee resides in required states.
9. Finally, save changes, and choose to download, print, or share the completed form as necessary. Ensure the completed form is mailed to the provided Thrivent address or sent via fax.

Complete the Thrivent MF24143 form online today for efficient trust management.