Irrevocable Life Insurance Trust Information Form - Curtin Law Firm
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Irrevocable Life Insurance Trust Information Form
Meeting Date: _______________
Signing Date: ________________
File No: _________________
Basic Trust Information
Partner
Grantor
Grantor’s SS #
The _____________________________ Irrevocable Trust
Name of Trust
Trustee
Trust Protector
Email Address
Trust
Beneficiaries
Terms of Trust
(payout)
Trust Assets
Life Insurance Policy Number:
$
Face Value of
Policy
Type of Policy
Cash value of
$
Policy
Any Loan against
Policy
Current Insured
Current
Beneficiary
Policy Owner
The _____________________________ Irrevocable Trust
Policy
The _____________________________ Irrevocable Trust
Beneficiary
Premium Due
Annually each year on ___________ or ____________
Date
Premium Amount
$
Insurance
Company
Agent
Federal Tax ID #
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