Fiduciary Services Downloadable Forms

First Midwest has been performing trustee services for generations, and we have the personnel, procedures and systems to effectively and efficiently comply with the terms of the trust.

This forms library contains many of the forms you might require, and is here for your convenience. If you don't see a form you need, have questions, or want information on a specific form, please contact a First Midwest Wealth Management Officer1 today.

Fiduciary Services Downloadable Forms

Agency Agreement
(1.4 MB)

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Authorization for Telephone Transfers
(67 KB)

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Fax and E-Mail Authorization
(167 KB)

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Letter of Direction–Change of Address
(92 KB)

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Letter of Direction–Transfer Request
(67 KB)

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Risk Questionnaire
(703 KB)

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W-9 Form
(251 KB)

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Will File Form
(40 KB)

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401(k) Application for Benefits
(240 KB)

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Prism Risk Questionnaire
(607 KB)

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