Revised Trustee Statement and Agreement Form – Effective Tuesday, 08/01/23
Effective Tuesday, August 1, 2023, we are enabling online account access for trust-owned policies. The Trustee Statement & Agreement form (COMB 86044 2023) has been updated to capture the data points needed to establish view-only access online for non-term product types.
The Trustee Statement & Agreement form (COMB 86044 2023) has been updated as follows:
- Page 1: Additional space added for Names of current Trustees. “If the insurance producer is a trustee…” moved to page 2.
- Page 2: Contact Information was moved to the Trustee Information section.
- Page 2: New section added, “Optional: Complete only to obtain online access for non-term product types.”
- Signatures moved to page 3.
The new forms should be submitted with applications with a Part 1 date of Tuesday, August 1, 2023. Older versions of the form will continue to be accepted until Tuesday, October 3, 2023.
The revised form(s) will be available on the PruXpress website effective Tuesday, August 1, 2023.