[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-278162-105":53,"doc-detail-278162-en":126},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":119,"head_meta":121,"extra_data":123,"updated_unix":125},105,"en","certification-of-trust-agreement-please-complete-using-information-from-the-trust-document","CERTIFICATION OF TRUST AGREEMENT - Please complete using information from the Trust document","","Certification of Trust Agreement form gathers policy/contract details and trust information, including policy/contract numbers, trust full name, effective date, identification/tax number, governing state law, and the relationship of the trust to the annuity policy or contract. It records annuitant/insured data, grantor/settlor information, trustee(s) and successor trustee(s) identities, birth dates, Social Security numbers, and contact addresses. It includes authorization statements on trustee signature requirements, beneficiary relationships, trust validity, and whether the trust will be owner or beneficiary, plus a liability waiver notice.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":36,"@type":70,"position":76},"https://docshare.wps.com/template/forms/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/certification-of-trust-agreement-please-complete-using-information-from-the-trust-document/278162/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/certification-of-trust-agreement-please-complete-using-information-from-the-trust-document/278162.png","ImageObject",442,249,{"name":88,"@type":89},"Evangeline","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/msword","2026-11-03","2026-09-15",true,{"@type":98,"interactionType":99,"userInteractionCount":20},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What information must be provided to complete the Certification of Trust Agreement form?","Question",{"text":108,"@type":109},"The form requests policy/contract numbers, trust full name and effective date, trust identification/tax number, governing state law, annuitant/insured details, and trustee/grantor information including addresses and dates of birth.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"How do you indicate who must sign documents related to the policy or contract?",{"text":113,"@type":109},"Use Question 1 to mark whether all trustees, a majority, any trustee, or only one trustee is required to sign documents that require signatures.",{"name":115,"@type":106,"acceptedAnswer":116},"What does the liability waiver section require?",{"text":117,"@type":109},"The waiver and release of liability section must be completed and signed by all trustees required by the response to Question 1, defining terms such as trust, trustees, annuity policy/contract, owner, and beneficiary.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},278162,1789507557,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":35,"category_name":36,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":20,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":47,"language":135,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":61,"update_tm":125,"read_time":73},13056703019662,"https://ap-avatar.wpscdn.com/avatar/be000253a8e92610077?_k=1778726343310543188","Policy/Contract Information\nTrust Information\nGrantor/Trustee Information\n(Continues on other side) Owner/Beneficiary Information\n\u000eCERTIFICATION OF TRUST AGREEMENT Clear   Form\nPlease complete using information from the Trust document\nPolicy / Contract No(s)*: ________________________\t_______________________\t______________________\n*Please state pending if this form is being submitted with a new application.\nName of Annuitant(s)/Insured: ___________________________________________________________________\nFirst Name\tMI\tLast Name\n____________________________________________________________________\nFirst Name\tMI\tLast Name\nFull Name of Trust: _____________________________________________________________________________\nTrust Effective Date: ____ /____ /________ Trust Identification Number / Tax ID Number: ________________________\nWhich state law governs this Trust? ________________________________________________________________\nRelationship of Trust to the Annuity Policy/Contract: (Please mark the appropriate box.)\n❑ Owner\t❑ Beneficiary\t❑ Both Owner and Beneficiary\nPreparer of Trust: __________________________________ Preparer’s Telephone Number: _____ - _____ - ________\nPreparer’s Address: ____________________________________________________________________________\nStreet\tCity\tState\tZip\nName of Grantor(s)/Settlor(s)*: ___________________________________________________________________\nFirst Name\tMI\tLast Name\n___________________________________________________________________\nFirst Name\tMI\tLast Name\nName/Address  of  Trustee(s):____________________________________________________________________\nFirst Name\tMI\tLast Name\n_________________________________________________________________________________________\nDate of Birth\tSocial Security Number\tPhone Number\n_________________________________________________________________________________________\nStreet\tCity\tState\tZip\n____________________________________________________________________\nFirst Name\tMI\tLast Name\n_________________________________________________________________________________________\nDate of Birth\tSocial Security Number\tPhone Number\n_________________________________________________________________________________________\nStreet\tCity\tState\tZip\nName/Address of Successor Trustee(s):______________________________________________________________\nFirst Name\tMI\tLast Name\n_________________________________________________________________________________________\nDate of Birth\tSocial Security Number\tPhone Number\n_________________________________________________________________________________________\nStreet\tCity\tState\tZip\n____________________________________________________________________\nFirst Name\tMI\tLast Name\n_________________________________________________________________________________________\nDate of Birth\tSocial Security Number\tPhone Number\n_________________________________________________________________________________________\nStreet\tCity\tState\tZip\n1. The above referenced Trust Agreement (the “Trust”) requires that: (Please mark the appropriate box.)\n❑ all Trustees ❑ a majority of Trustees ❑ any Trustee ❑ Trust only has one Trustee Must sign documents pertaining to the above-referenced Policy/Contract(s) which require a signature.\n2. The insurance agent or any person affiliated with the insurance agent is not a beneficiary of the above referenced trust.\n❑ Agree\t❑ Disagree\nIf marked disagree, please attach an explanation of why your agent or person affiliated with your agent is named as a beneficiary of the trust.\nNote: Under the laws of most states, an agent is restricted in, or prohibited from, having a beneficial interest in a contract sold by that agent, unless that agent is\na family member, or has a recognized insurable interest. Additionally, Midland National® company policy prohibits our agents from serving in any capacity that may be construed as creating a direct or indirect conflict of interest with regard to a contract or contracts for which they are or have","cbCaiggkjQuS3jHE","https://ap.wps.com/l/cbCaiggkjQuS3jHE","doc",104030,"English","# Policy/Contract and Trust Basics\n## Parties and Contact Information\n# Trustee Signature Requirements and Acknowledgements\n## Beneficiary Relationship, Validity, and Owner/Beneficiary Status\n# Waiver and Liability Notice","[{\"question\":\"What information must be provided to complete the Certification of Trust Agreement form?\",\"answer\":\"The form requests policy/contract numbers, trust full name and effective date, trust identification/tax number, governing state law, annuitant/insured details, and trustee/grantor information including addresses and dates of birth.\"},{\"question\":\"How do you indicate who must sign documents related to the policy or contract?\",\"answer\":\"Use Question 1 to mark whether all trustees, a majority, any trustee, or only one trustee is required to sign documents that require signatures.\"},{\"question\":\"What does the liability waiver section require?\",\"answer\":\"The waiver and release of liability section must be completed and signed by all trustees required by the response to Question 1, defining terms such as trust, trustees, annuity policy/contract, owner, and beneficiary.\"}]","CERTIFICATION OF TRUST AGREEMENT - Please complete using information from the Trust document | DOC"]