Forms

If you have any questions or need help filling out the paperwork please do not hesitate to call us at 516-374-4564, extension 3. We are here to help!

The Trust Joinder Agreement must be notarized and can only be signed by the client or someone with Power of Attorney (POA). If the POA is signing, please include a copy of the POA documents. To learn how to sign as a Power of Attorney, please click here.

You can also read our Trust GuidelinesMaster Pooled Income Trust Agreement, and Master Pooled Asset Trust Agreement.

Checks should be made out to:
If to the Pooled Income Trust, “LIFE, Inc. Pooled Trust I”
If to the Pooled Asset Trust, “LIFE, Inc. Asset Trust”

Checks should be mailed to:
LIFE, Inc., Pooled Trust Department
112 Spruce Street – Suite 5
Cedarhurst, NY 11516

 

INCOME TRUST

Trust Joinder Agreement / Fillable Version

Joinder Agreement for Spouses / Fillable Version

Fee Schedule

Fee Schedule for Spouses

Distribution Request / Fillable Version

Recurring Distribution Request / Fillable Version

Electronic Transfer Form / Fillable Version

Brochure

ASSET TRUST

Trust Joinder Agreement / Fillable Version

Fee Schedule

Distribution Request / Fillable Version

Recurring Distribution Request / Fillable Version

 

 

 

EN ESPAÑOL

Contrato de Aceptación de Fideicomiso

Tabla de Tarifas

Formulario de Distribución

Formulario de Distribución Recurrente

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