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Trusted Contact Authorization Form The Variable Annuity Life Insurance Company (VALID) VALID Financial Advisors, Inc. (VIA) VALID Retirement Services Company This Trusted Contact is for Account #:
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How to fill out trusted contact authorization form

01
To fill out the trusted contact authorization form, follow these steps:
02
Write your name and contact information at the top of the form.
03
Provide the name, relationship, and contact information of the trusted contact you wish to authorize.
04
Review the terms and conditions outlined in the form.
05
Sign and date the form to indicate your consent and authorization.
06
Submit the completed form to the appropriate institution or organization for processing.

Who needs trusted contact authorization form?

01
The trusted contact authorization form is typically needed by individuals who want to designate a person they trust as a contact for financial or personal matters.
02
This form is commonly used by banks, insurance companies, healthcare providers, and other institutions to establish a reliable point of contact in case of emergencies or important events.
03
It can be helpful for individuals who may become incapacitated, as well as for those who want to ensure someone can assist them with managing their affairs.
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Trusted contact authorization form is a document that allows an individual to designate a trusted person to make financial decisions on their behalf in case they become incapacitated.
Any individual who wants to appoint a trusted contact to help manage their finances in the event of incapacitation is required to file the form.
To fill out the form, you need to provide personal information, contact details of the trusted person, and specify the financial decisions they are authorized to make.
The purpose of the form is to ensure that a trusted person can step in and manage the individual's finances if they are unable to do so themselves.
The form requires personal information of both the individual and the trusted contact, as well as details about the financial decisions that the trusted contact is authorized to make.
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