Irrevocable Life Insurance Trust Information Form - Galardi Law printable pdf download

Irrevocable Life Insurance Trust Information Form - Galardi Law

Mary B. Galardi, Esq.

IRREVOCABLE LIFE INSURANCE TRUST INFORMATION FORM

Meeting Date: ____________________________________

Signing Date: _____________________________________

File No.: ______________________

BASIC TRUST INFORMATION

Grantor

Grantor’s Social Security Number

Name of Trust

The ______________________________________________________ Irrevocable Trust

Trustee

Trust Protector

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 Beneficiary:

The ______________________________________________________ Irrevocable Trust

Premium Due Date:

Annually each year on ____________________ or ______________________

Premium Amount:

1418 Dresden Drive NE / Suite 240 Atlanta, GA 30319

Office: (404) 812-9220

Fax: (404) 812-9423

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Irrevocable Life Insurance Trust Information Form - Galardi Law