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 508
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!

General Forms

Automatic Recurring Bill Request Form

Bill Submission Form

PYF Trust Brochure

Submission Checklist

ACH Direct Deposit Incoming Collection Form

ACH Direct Deposit Outgoing Vendor Form

Pooled Income Trust Forms

Fee Schedule

Master Pooled Trust Agreement

Policies and Procedures

Fee Schedule for Spouses

Background and Joinder

Pooled Asset Trust Forms

Asset Trust - Background and Joinder

Asset Trust - Fee Schedule

Asset Trust - Master Pooled Trust II

Asset Trust - Policies and Procedures

303 Merrick Rd. Ste. 508, Lynbrook, NY 11563

(516) 837-3737

(516) 837-9430

info@pyftrust.org

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