Get Pa Lccpa Application For Appointment As Trustee Of The Harry C. Trexler Trust

Filling out the PA LCCPA Application For Appointment As Trustee Of The Harry C. Trexler Trust is an important step in becoming a trustee for the trust. This guide will provide clear, step-by-step instructions on how to complete the application accurately and effectively.

Follow the steps to complete the application form.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Complete the personal information and background section. Provide your full name, date of birth, place of birth, current address, and how long you have lived at that address. If applicable, list your previous addresses for the past ten years, and include your contact information such as daytime phone, evening phone, cell phone, and email address. Indicate if you are a resident of Lehigh County and, if so, for how many years.
3. In the background section, answer questions regarding any criminal convictions, professional misconduct charges, and any potential conflicts of interest that might impede your duties as a trustee. Be prepared to provide explanations if you answer 'yes' to any of these questions.
4. Fill in the employment history section. List your occupations and employment dates for the past ten years, or provide details of your last position if you have been retired for over five years. Include your employer's name, your position or title, and the address of each employer.
5. Complete your educational history and military service details by listing the schools you attended after the 11th grade, including the highest grade completed and any degrees earned. If applicable, provide information about your military service and discharge status.
6. In the public/community service section, enumerate any relevant governmental or community involvement that supports your qualifications as a trustee.
7. Respond to the qualifications section by articulating your desire to serve as a trustee and outlining the specific skills and expertise you will bring to the role. Discuss the primary issues you believe a trustee should address and add any additional information for the court's consideration.
8. List two references, including their names, addresses, and phone numbers in the references section.
9. In the authorization and certification section, verify that you authorize background checks and certify that all information provided is true. Print your name, sign the application, and date it.
10. Once completed, save changes, and print the application. Mail or deliver the signed application to the Court Administrator's Office at the specified address, ensuring it is submitted before the deadline.

Get started on your application today and ensure your documents are filled out accurately and timely.