We have completed the mailing of all 1099-INTs we received for tax year 2020.

Please notify us immediately if your mailing address has changed – no updates by phone, please. Failure to update your information may result in undeliverable tax documents.

If you would prefer to have your 1099 e-mailed to you for faster receipt, please send a request to erica@morrinilsen.com

Pre-Arrangement Information Update Form
Any changes to any information for the Pre-Arrangement Trust Account Beneficiary are important. Thank you for helping us maintain accurate records!

Failure to keep your information updated may result in late or undeliverable year-end tax/form 1099 paperwork.
YOUR Name*
First Last
YOUR Email*
Whose information requires updating?*
- Pre-Arranged Trust Account Holder
- Next of Kin / Primary Contact
- Power of Attorney
Pre-Arranged Trust Account Holder's Name*
First Last
Next of Kin / Primary Contact's Name*
First Last
Power of Attorney's Name*
First Last
What information requires updating?*
- Address
- Phone
- E-mail
- New NOK or Primary Contact

Update Address
OLD Address
Street Address City State ZIP Code
NEW Address*
Street Address City State ZIP Code

Next of Kin or Primary Contact's Name
Please complete the following information for the new Next of Kin or Primary Family Contact.
NOK or Primary Contact's Name*
First Last
Next of Kin or Primary Contact's Address*
Street Address City State ZIP Code
Next of Kin or Primary Contact's Phone*
Next of Kin or Primary Contact's E-mail*

Account Updates

We have completed the mailing of all 1099-INTs we received for tax year 2020.

Pre-Arrangement Information Update Form

Update Address

Update Phone

E-mail

Next of Kin or Primary Contact's Name

Update Other

Update Submission