Get the free Trusted Contact Authorization Form

Account NumberTrusted Contact Authorization Use this form to designate a primary and alternate trusted contact, who must be 18 years or older, for your nonretirement brokerage account, Premiere Select

How to fill out trusted contact authorization form

How to fill out trusted contact authorization form

1. Obtain a trusted contact authorization form from the appropriate organization or institution.
2. Read the instructions provided with the form carefully.
3. Fill in your personal details such as your name, address, and contact information.
4. Provide the details of the trusted contact person including their name, relationship to you, and their contact information.
5. Review the form to ensure all information is accurately filled in.
6. Sign the form at the designated section to authorize the contact person.
7. Submit the completed form to the required authority or organization as instructed.
8. Keep a copy of the form for your reference.

Who needs trusted contact authorization form?

1. Trusted contact authorization forms are often required by institutions or organizations that deal with personal or financial matters. These may include banks, insurance companies, healthcare providers, legal entities, or any other organization that needs a designated person to act on behalf of an individual in specific situations. This form is useful for individuals who want to ensure that someone they trust can make decisions or have access to their personal information when necessary.

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