Get the free Trusted Contact Form

This form allows account holders to provide optional trusted contact information as per FINRA rules, to help manage potential financial exploitation and verify account details with a designated third party.

How to fill out trusted contact form

How to fill out trusted contact form

1. Obtain the trusted contact form from your financial institution's website or office.
2. Write your full name in the designated field.
3. Provide your contact information, including phone number and email address.
4. List the name and contact information of your trusted contact person.
5. Specify your relationship with the trusted contact person.
6. Read and understand the privacy policy and terms associated with the form.
7. Sign and date the form to confirm your consent.
8. Submit the completed form to your financial institution as instructed.

Who needs trusted contact form?

1. Individuals who have investment accounts.
2. Persons looking to establish a supportive contact in case of financial transactions.
3. Clients intending to ensure their financial matters are managed properly in times of need.
4. Account holders who want an additional layer of safety for their financial information.

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What is trusted contact form?

The trusted contact form is a document that allows individuals to designate a trusted contact person who can be contacted by financial institutions regarding their accounts, typically in situations where the institution has concerns about the individual's wellbeing or potential financial exploitation.

Who is required to file trusted contact form?

Individuals who have accounts with financial institutions and wish to designate a trusted contact person are typically required to file a trusted contact form.

How to fill out trusted contact form?

To fill out a trusted contact form, individuals need to provide personal information, such as their name, account details, and contact information for the designated trusted contact person, ensuring that the contact is aware and consents to being designated.

What is the purpose of trusted contact form?

The purpose of the trusted contact form is to provide a way for financial institutions to communicate with a trusted individual in case of concerns regarding the account holder's wellbeing or to help prevent financial exploitation.

What information must be reported on trusted contact form?

The trusted contact form must include the account holder's personal information, the trusted contact person's name, relationship to the account holder, and their contact information.