REQUEST
Get the Information or Forms You Need
You’ve identified the assets or accounts that may need attention. Now it’s time to request the information, forms, or instructions needed to determine what happens next.
At this stage, your job is not to make changes. Your job is to make the right request.
Different institutions have different procedures. The REQUEST step helps you contact the appropriate institution and ask for the information or forms needed before taking action.
YOUR WORKING TOOL
Trust Funding Request Tracker™
Keep track of each request, who you contacted, what you requested, and what you are waiting to receive.
WHAT YOU MAY NEED TO REQUEST
Depending on what you identified during REVIEW:
- Ownership or registration requirements
- Beneficiary designation forms
- Change-of-ownership forms or instructions
- Trust certification requirements
- Institution-specific trust forms
- Additional account or policy information
- Instructions for submitting documentation
- Professional guidance when the institution's requirements are unclear
BEFORE YOU MAKE THE REQUEST
Have the relevant information available, including the institution name, account or policy information, and the issue you identified during REVIEW.
Do not send original estate planning documents unless specifically required and you have confirmed the proper submission procedure.