ICC13 167868 Page 1 of 2 Order #167868 09/01/2014 Proposed Insured Name(s) Policy Number (if known) B. TRUST INFORMATION (Complete if owner or primary beneficiary.
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How to fill out the Voya ICC13 167868 online
Filling out the Voya ICC13 167868 form accurately is essential for situations where a trust serves as the owner or primary beneficiary of a life insurance policy. This guide will provide you with step-by-step instructions aimed at simplifying the online completion of the form.
Follow the steps to fill out the Voya ICC13 167868 form online.
- Click the ‘Get Form’ button to access the Voya ICC13 167868 form and open it for completion.
- In section A, POLICY INFORMATION, enter the policy number if known and provide the proposed insured names.
- Section B covers TRUST INFORMATION. First, fill in the name of the trust, state of trust creation, creation date, and trust tax ID number. Indicate if this life insurance policy is the sole asset of the trust by selecting yes or no and providing the source of trust funding.
- Continue in section B by entering the names and relationships of the grantors or settlors and trustees. Be sure to detail how long the trustee has known the proposed insured.
- Section C requires you to specify the type of trust. Check all applicable boxes for revocable, irrevocable, testamentary, and other types of trusts.
- In section D, CERTIFICATION AND AFFIRMATION, indicate signature requirements by selecting the appropriate option regarding trustee authority. Each trustee will need to certify the listed statements to confirm accuracy and authority.
- Finally, in section E, ensure all required signatures are obtained from trustees and grantors, along with their printed names and addresses. Date the form accurately.
- Once the form is completed, you can save your changes, download, print, or share the Voya ICC13 167868 form as needed.
Complete your Voya ICC13 167868 form online today to ensure proper management of your trust-related life insurance policies.
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