INSTRUCTIONS FOR COMPLETING FORM OES-33. Firm Name: Enter legal entity and firm name.Drafting point: The power of a trustee (but not the court) to terminate an uneconomic trust can be waived or modified. Tax forms and publications. General Instructions. A trust amendment is a legally binding document designed to modify one or more provisions within your living trust. The Form U4 is the Uniform Application for Securities Industry Registration or. Transfer. Representatives of broker-dealers, investment advisers, or issuers of. At the top of every page, enter the date the PHA representative fills out the form or modifies any form page. After closing, the Loan.