Lifetime Master Trust - Key Forms
Welcome to our Key forms page. Here you can find essential forms to help you manage your account with us.
Whether you need to change your investment portfolio, request a withdrawal or verify your identity, we have you covered. With our user-friendly forms managing your account has never been easier.
Key Forms
Changing your Investment Portfolio
Application for withdrawal retirement form
Application for withdrawal death benefit with probate form
AML identity verification for an individual
AML form for someone acting on behalf of another person
Application for withdrawal leaving service form