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:
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 and someone will be happy to help you step-by-step. We are here for you!

General Forms

Automatic Recurring Bill Request Form

Bill Submission Form

PYF Trust Brochure

Submission Checklist

Pooled Income Trust Forms

Background and Joinder

Fee Schedule

Master Pooled Trust Agreement

Policies and Procedures

Pooled Asset Trust Forms

Asset Trust - Background and Joinder

Asset Trust - Fee Schedule

Asset Trust - Master Pooled Trust II

Asset Trust - Policies and Procedures

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