Get Thrivent Mf24143 2016-2025

The Thrivent MF24143 form, also known as the Certification of Trust, is essential for managing the trust's financial accounts. This guide provides clear, step-by-step instructions on how to accurately complete this form online, ensuring a smooth process for all users.

Follow the steps to successfully complete the Thrivent MF24143 form.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. In Section 1, input all Thrivent Financial account numbers associated with the trust. These should include account numbers for any products that the trust will own or those for which death proceeds will be paid to the trust.
3. In Section 2, fill out the identification details of the trust. Include the date the trust was established, the exact name of the existing trust, the name of the grantor, and the type of trust (irrevocable or revocable). If the trust is revocable, indicate by whom. Additionally, provide the Social Security number and date of birth of the grantor.
4. Section 3 requires information about the currently acting trustee(s). For each trustee, enter their name, address, phone number, Social Security number, and date of birth. Ensure you include all currently acting trustees.
5. In Section 4, indicate whether co-trustees can act independently by selecting 'Yes' or 'No.' If 'No' is selected, specify the number of signatures that are required to conduct transactions.
6. Section 5 is for any additional information you may wish to provide. Fill this in as necessary.
7. For Section 6, each currently acting trustee must provide their signature and date of signing. Ensure that the trust's Taxpayer Identification Number (TIN) is also included. If any trustee resides in specific states, remember to affix a notary stamp as required.
8. Once all sections are complete, review the form for any errors, then save your changes. You can download, print, or share the completed form as needed.

Complete your documents online now for a streamlined process.