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Trusted Contact Person Authorization Account #: By completing this form, I/we authorize Trade PMR, Inc. (Trade PMR) to contact the individual identified below as my Trusted Contact Person for my account(s).

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How to fill out trusted contact person authorization

01

Step 1: Obtain the trusted contact person authorization form from the relevant institution or organization.

02

Step 2: Fill out the form with your personal information such as name, contact details, and relationship to the trusted contact person.

03

Step 3: Provide the contact information of the trusted contact person, including their full name, address, phone number, and email.

04

Step 4: Sign and date the form to authorize the institution or organization to contact the trusted individual on your behalf in case of an emergency or concern.

Who needs trusted contact person authorization?

01

Any individual who wants to designate a trusted contact person to be reached out to in case of emergency or concern.

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What is trusted contact person authorization?

Trusted contact person authorization is a form that allows an individual to designate someone who can be contacted in case of emergency or to make decisions on their behalf regarding their financial accounts.

Who is required to file trusted contact person authorization?

Individuals who have financial accounts or investments may be required to file trusted contact person authorization.

How to fill out trusted contact person authorization?

To fill out trusted contact person authorization, you will need to provide information about the person you are designating as your trusted contact, such as their name, contact information, and relationship to you.

What is the purpose of trusted contact person authorization?

The purpose of trusted contact person authorization is to ensure that there is someone who can be contacted in case of emergency or to make decisions on your behalf regarding your financial accounts if you are unable to do so yourself.

What information must be reported on trusted contact person authorization?

Information that must be reported on trusted contact person authorization includes the name, contact information, and relationship to you of the designated trusted contact person.

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