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2057 Valley dale Road, Suite 111 Birmingham, AL 35244 205.883.8333 F an x : 205.883.0333 info@alabamafamilytrust.comFIRSTPARTY TRUST INVESTMENT OPTIONS A AGREEMENT WITH REPRESENTATIVE AMENDMENT AUTHORITY THE
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01
Obtain the AFT First Party Trust Investment Options Agreement form.
02
Fill in your personal information such as name, address, and contact details.
03
Specify the investment options you would like to choose.
04
Read through the agreement carefully and make sure you understand the terms and conditions.
05
Sign and date the form to indicate your agreement with the terms.

Who needs aft-first-party-trust-investment-options-agreement-with?

01
Individuals who are looking to invest in trust funds through AFT First Party Trust.
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The AFT First Party Trust Investment Options Agreement is a legal document outlining the terms and conditions under which investments are managed within a first-party trust, typically set up for individuals with special needs to ensure their benefits are not affected.
Individuals establishing a first-party trust for the purpose of managing their assets while maintaining eligibility for public benefits are required to file this agreement.
To fill out the AFT First Party Trust Investment Options Agreement, one must provide information about the trust's beneficiaries, the terms of the trust, the investment options available, and the parties involved in managing the trust.
The purpose of the AFT First Party Trust Investment Options Agreement is to legally document how trust assets are to be managed and invested while safeguarding the beneficiary's eligibility for government assistance.
The agreement must report details such as the name of the trust, the beneficiaries, the assets held, the investment choices, and the obligations of the trustee.
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