Get the free ADDITIONAL INDIVIDUAL TRUSTEE FORM - Trilogy Funds

ADDITIONAL INDIVIDUAL TRUSTEE From This form is to provide Trilogy Funds with details of the additional individual trustees of your Trust. My 5 digit Investor ID is (leave blank if you are a new Investor):

How to fill out additional individual trustee form

How to fill out additional individual trustee form:

1. Begin by obtaining the additional individual trustee form from the relevant authority or organization. This form may be required when there is a need to add an individual as a trustee in addition to the main trustee(s) of a trust.
2. Carefully read and understand the instructions provided with the form. These instructions will guide you through the process and ensure that you fill out the form correctly.
3. Provide the necessary personal information. This may include your name, contact details, social security number or tax ID, and any other identifying information required by the form. Ensure that all the information you provide is accurate and up to date.
4. Indicate the name or names of the main trustee(s) of the trust. This section is typically included to identify the existing trustees and establish their roles within the trust.
5. Specify the additional individual trustee information. Here, you will need to provide the name, contact details, and any other relevant information about the individual who is being added as a trustee. This may include their relationship to the trust, their capacity to fulfill the trustee duties, and any professional qualifications they possess.
6. Fill out any additional sections or questions on the form as required. This may include providing details about the trust itself, such as its name, purpose, and any specific instructions or conditions that apply.
7. Review the completed form and make sure all the information provided is accurate. Check for any errors or inconsistencies, and make any necessary corrections before submitting the form.

Who needs additional individual trustee form:

The additional individual trustee form is typically required when there is a need to add an individual as a trustee in addition to the existing trustee(s) of a trust. This may occur for various reasons, such as the appointment of a successor trustee or the inclusion of a family member or close associate as a co-trustee to share the responsibilities and decision-making authority. The specific circumstances and requirements for needing this form may vary depending on the jurisdiction and the rules governing the trust. It is advisable to consult with a legal professional or the relevant authority to determine if this form is necessary in your situation.

For pdfFiller’s FAQs

What is additional individual trustee form?

The additional individual trustee form is a form that needs to be filed when there is a change in the trustee of a trust or when an additional trustee is being added.

Who is required to file additional individual trustee form?

Any individual or entity who becomes a trustee of a trust or who is already a trustee but there is a change in trustee details, is required to file the additional individual trustee form.

How to fill out additional individual trustee form?

The additional individual trustee form can be filled out online or in paper format. It typically requires details such as the name of the trust, details of the new trustee, and any relevant signatures.

What is the purpose of additional individual trustee form?

The purpose of the additional individual trustee form is to update the trustee details of a trust and ensure that the relevant authorities have accurate information about the trustees.

What information must be reported on additional individual trustee form?

The information reported on the additional individual trustee form typically includes the name of the trust, details of the new trustee, any relevant signatures, and any other relevant trustee details.

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