New Forms (for submissions beginning Jan. 1, 2023)

Wispact Trust II Third-Party

Unfunded Trust II Creation Documents

The following documents will be necessary if the Trust II will be submitted as “Unfunded” (i.e. will not be funded within 12 months of submission of application materials)

Funded Trust II Creation Documents

The following documents will be necessary if the Trust II will be submitted as “Funded”