Trust Examiner School eBook

TRUST DEPARTMENT REQUEST LIST

46.16

X

For required minimum distribution, January disclosure for traditional IRAs and any disclosures provided for inherited IRAs. List of nonpublically traded assets, including name of account holding and last valuation.

46.17

X

IRREVOCABLE LIFE INSURANCE TRUST Item # Onsite Item Description 46.18

Oversight procedures for Irrevocable Life Insurance Trusts.

46.19

List of accounts that hold assets other than insurance policies.

46.20

List of venders used to assess if the policy is appropriate for the client.

46.21

Reference to state statute which limits trustee's risk regarding the administration of insurance policies.

10