Guardianship/Power of Attorney & Trust Certification Forms

Guardianship/Power of Attorney & Trust Certification Forms

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Guardianship/Power of Attorney & Trust Certification Forms

Guardian's Certification Form

This form is to be completed and signed by any court-appointed Guardian requesting a transaction. In addition to this form, specific court approval allowing the requested transaction must accompany this form. A copy of the court paperwork appointing the Guardian is also required if not previously submitted to the Catholic Financial Life Home Office.

Power of Attorney Certification Form

This form is to be completed and signed every time a power of attorney agent requests a trasaction. In addition to this form, a copy of the power of attorney document is also required if not previously submitted to the Catholic Financial Life Home Office.

Verification of Existing Trust

Required for beneficiary changes with existing trusts being named.

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Catholic Financial Life
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Milwaukee, WI 53233

(800) 927-2547
(414) 273-6266

 

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1100 W. Wells Street, Milwaukee, WI 53233 (800) 927-2547
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