Social Security Number and Identity Documents

Social Security Number and Identity Documents
There are two additional items required to complete a trust formed in the United Sates:
1. Social Security Number for each grantor
2. Valid and unexpired copy of a picture ID
Please complete this form to finish the data intake process.

To collect this especially sensitive information we are using data encryption, which is one of the most secure methods of sending information online. For more information on security protocols used to keep your information safe, please use the link below. It will open in a new tab on your web browser.

Form Security
Trust Name*
Enter the full name of your trust.
YesNo
Grantor Name*
Grantor Social Security Number*
Enter your social security number. Do not include dashes.
Grantor 2 Name*
Grantor 2 Social Security Number*
Enter your social security number. Do not include dashes.
Submit Valid Identification*

Please upload a copy of an up to date and unexpired photo ID. If your trust has more than one grantor each party needs to supply photo identification.
Cancelof
I have uploaded required photo ID(s)I previously supplied the required document(s)I have not uploaded any documents and have not previously supplied this informationOther
Other*
Please explain why you selected other
I acknowledge
Grantor Signature*

Signature should match identification provided
Today's Date*

MonthDayYear
Date
Grantor 2 Signature*

Signature should match identification provided
Today's Date*

MonthDayYear
Date
Should be Empty: