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Thrive Financial for Lutherans Thrivent.com 8008474836Thrivent.com 8008474836Member IDT rusted Contact Person Designation Trusted Contact Person shall mean a person who has been designated by you

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What is trusted contact person designation?

Trusted contact person designation is a process where an individual is designated to act as a point of contact in case of emergencies or concerns related to financial decisions.

Who is required to file trusted contact person designation?

Brokerage firms and financial institutions are required to file trusted contact person designation for their clients.

How to fill out trusted contact person designation?

Trusted contact person designation can be filled out by providing the necessary information about the designated individual, such as their name, contact details, and relationship to the client.

What is the purpose of trusted contact person designation?

The purpose of trusted contact person designation is to provide an additional layer of protection and support for clients in times of need or uncertainty.

What information must be reported on trusted contact person designation?

The information reported on trusted contact person designation includes the designated individual's name, contact information, and relationship to the client.

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