Forms & Documents

Our technologies reshaped the landscape of traditional trust administration through blending conventional methodology with modern software engineering, delivering unparalleled results.
General
Other
EPTC Fees
1001
QSF360
Other
Resolution of Appointment and Authorization to Act
2001
QSF360
Distribution
Distribution Request Form
2102
Settlement
Distribution
Distribution Request Form
3101
Settlement Trust
Distribution
Distribution Request Form (1st-Party SNT)
3102
KissTrust
Distribution
Distribution Request Form (3rd-Party SNT)
5103
KissTrust
Investment
Initial Investment Request Form
5201
KissTrust
Investment
Investment Substitution Form
5202
KissTrust
Other
Trust Change Petition
5001
KissTrust
Distribution
Distribution Request (Educational)
5102
KissTrust
Distribution
Distribution Request (General)
5101
TrueLink
TrueLink
TrueLink Application Form
TrueLink
TrueLink
TrueLink Reload Form

Need help?

How do I submit a form?

Choose one:

  1. Open the form in your default PDF reader (i.e. Adobe, Google). Fill out all required sections of the form and click "submit."
  2. Download (save) the form to your desktop, or other desired location on your computer. Fill out all required sections of the form, save the completed form and email the form to the appropriate email address (listed on the form).
  3. Print out the form. In print, complete all required sections of the form by hand, neatly and legibly.
    [Note: if you choose to submit a form or request using the this method, you must complete ALL REQUIRED SECTIONS or the application will not be processed. Also, if the handwritten sections cannot be read, you will be asked to resubmit the form using an alternative method]

Having trouble finding the form you need?

  1. Locate the form or document that relates to your request, or needs (tip: sort or search for the form # for the most accurate results).
  2. Open the form or document by clicking the icon under "Open."
Get More Information.
Thank you! Someone from our Eastern Point Trust team will contact you shortly.
Something went wrong while submitting the form.
Please make sure that all fields with the (*) asterisk are set correctly.