Learn how to delete a Trust from your Proformex account step by step.
Firms who have access to the Trust Module can utilize Proformex’s Trusts dashboard to monitor and manage trusts and to protect and support trustees.
If you have a trust that you no longer want in your account:
- Under the Business menu, find the Trusts section, and click Manage
- Confirm that the Trust no longer has policies or documents associated with it.
Trusts which own policies or still have Trust documents cannot be deleted. You must first re-assign any policies to a new owner or delete the policy.
- From the Action menu, click Trust Information
- Click Delete Trust from the top left side of the page
