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.
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||ASSET TRUST