Peace of Mind You Can Trust

Quality Trust Services

Helpful Forms


Please Note: All checks should be made payable to: PROTECT YOUR FAMILY (making sure to list client name on memo line)

All forms and checks should be mailed to:
PYF POOLED TRUST DEPARTMENT
303 Merrick Road
Suite 505
Lynbrook, NY 11563

If you have any questions or need assistance in filling out the paperwork, please call PYF at (516) 837-3737 or email info@pyftrust.org and someone will be happy to help you step-by-step. We are here for you!

Automatic Recurring Bill Request Form

Background and Joinder

Background and Joinder Spouses

Bill Submission Form

Fee Schedule

Fee Schedule Spouses

Master Pooled Trust Agreement

Policies and Procedures

PYF Trust Brochure

Submission Checklist

Get in touch


Contact us with any questions you may have

  • 303 Merrick Rd. Ste. 505, Lynbrook, NY 11563
  • (516) 837-3737
  • (516) 837-9430
  • info@pyftrust.org

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