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Revised Trust Certification Form, Effective Immediately

Revised Form:
Trust Information Form and Trustee Certification
and Indemnification Agreement


Plus, Important Changes to the Trust Certification Process


Effective immediately, the Trust Information Form and Trustee Certification and Indemnification Agreement – ET-TRUST-2502(4-16) – has been revised and is available on the Agent Website: Agents.EquiTrust.com.
Click here to download the revised form.

EquiTrust will no longer require copies of any pages of the trust with respect to new business or inforce contracts. EquiTrust will now only require the updated Trust information and Trustee Certification and Indemnification Agreement be completed and submitted. With respect to death claims, current EquiTrust procedures remain unchanged.


Questions? Call EquiTrust Sales Support at 866-598-3694.

EquiTrust does not offer investment advice to any individual or agent and this material should not be construed as investment advice.
FOR AGENT USE ONLY. NOT FOR USE WITH THE PUBLIC.
 
 

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