Policy Number. If the Beneficiary is covered under any prepaid funeral or burial insurance, please provide the insurer’s name, address, and the policy number. Insurer: Address: Policy Number: Exhibit “C” Proof of Grantor’s Status to Establish Trust on Behalf of Beneficiary Under current law, only the beneficiary’s parents, grandparents, legal guardian, the beneficiary himself or herself, or someone acting at the direction of a court may establish the Trust on behalf of the beneficiary. If you are anyone other than the beneficiary, then please include documents that verify that you fall within one of these permissible categories. ALL GRANTORS MUST PROVIDE A PHOTOCOPY OF THEIR DRIVER’S LICENSE OR OTHER PHOTO IDENTIFICATION In addition to the Grantor’s photo I.D., the list below illustrates the types of documents that must be submitted to establish the Grantor’s relationship to the Beneficiary and/or the status to contribute to the Trust.
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Samples: www.fndtrustservices.org, www.fndtrustservices.org, www.fndtrustservices.org
Policy Number. If the Beneficiary is covered under any prepaid funeral or burial insurance, please provide the insurer’s 's name, address, and the policy number. Insurer: Address: Policy Number: Exhibit “C” Proof of Grantor’s 's Status to Establish Trust on Behalf of Beneficiary Under current law, only the beneficiary’s 's parents, grandparents, legal guardian, the beneficiary himself or herself, or someone acting at the direction of a court may establish the Trust on behalf of the beneficiary. If you are anyone other than the beneficiary, then please include documents that verify that you fall within one of these permissible categories. ALL GRANTORS MUST PROVIDE A PHOTOCOPY OF THEIR DRIVER’S 'S LICENSE OR OTHER PHOTO IDENTIFICATION In addition to the Grantor’s 's photo I.D., the list below illustrates the types of documents that must be submitted to establish the Grantor’s 's relationship to the Beneficiary and/or the status to contribute to the Trust.
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Samples: www.fndtrustservices.org