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Standard Insurance Company Individual Annuities 800.247.6888 Tel 800.378.4570 Fax 1100 SW Sixth Avenue Portland OR 972041093 www.standard.com1Deferred Annuity ApplicationPurchaseG Secured Rate Annuity G
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How to fill out trustee name if applicable

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Begin by entering the full legal name of the trustee.
02
Include any titles or suffixes such as Mr., Mrs., Jr., III, etc.
03
Ensure the trustee's name is spelled correctly and matches any legal documentation.

Who needs trustee name if applicable?

01
Trustee name is typically required on legal documents such as trust agreements, wills, and financial accounts where a trustee has been designated to manage assets on behalf of another party.
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Trustee name refers to the individual or entity responsible for managing assets in a trust.
The trustee name must be disclosed by the individual or entity who has legal control over the trust.
To fill out the trustee name, simply provide the full legal name of the individual or entity acting as the trustee.
The purpose of providing the trustee name is to identify who is responsible for managing the trust assets.
The trustee name must include the full legal name of the individual or entity, along with any additional identifying information.
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