By using this site, you agree to our Privacy Policy and our Terms of Use.
close

Forms & Documents

Our technologies reshaped the landscape of traditional trust administration through blending conventional methodology with modern software engineering, delivering unparalleled results.
TrueLink
TrueLink
TrueLink Special Needs Reload Form
TrueLink
TrueLink
TrueLink Application Form
TrueLink
TrueLink
TrueLink Reload Form
TrueLink
TrueLink
TrueLink Special Needs Application Form
General
Other
EPTC Fees
1001
QSF 360
Other
Resolution of Appointment and Authorization to Act
2001
QSF 360
Distribution
QSF Petition for Distribution of Attorney Fees
2101
QSF 360
Distribution
QSF Petition for Distribution of Claimant Proceeds (Non-Taxable to the Recipient)
2102
QSF 360
Distribution
QSF Petition for Distribution of Claimant Proceeds
2103
QSF 360
Distribution
QSF Petition for Distribution for Assignment-Structured Annuity
2104
QSF 360
Distribution
QSF Petition for Distribution for Third Party Providers
2105
QSF 360
Distribution
QSF Petition for Claw Back (revision) Distribution (Non-taxable to the Recipient)
2106
Settlement
Distribution
Distribution Request Form
3101
Settlement Trust
Distribution
Distribution Request Form (1st-Party SNT)
3102
KissTrust
Other
Trust Change Petition
5001
KissTrust
Distribution
Distribution Request (General)
5101
KissTrust
Distribution
Distribution Request (Educational)
5102
KissTrust
Distribution
Distribution Request Form (3rd-Party SNT)
5103
General
Contribution
Trust Holdings Direction Form
5201

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]

Get More Information

Your submission has been received.
A member of our team will be in touch with you soon.
Something went wrong while submitting the form.
Please see our Contact Us page for more options to connect with us.
Back to top