Please complete this short form relating to your trust or estate return
Entity Legal Name
Federal Identification Number
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Point of Contact for Entity (Individual Signing Return)
First Name
Last Name
Phone Number
Email
example@example.com
Preferred Method of Contact
Email
Phone
Did you make any payments in 2023 that would require you to file Form(s) 1099
YES
NO
If "Yes", did you file required Form(s) 1099?
YES
NO
Have you signed our current tax engagement letter?
YES
NO
Notes/Comments
Beneficiary Information
Beneficiary #1
First Name
Last Name
SSN
*
Beneficiary %
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Email Address
*
example@example.com
Telephone Number
*
Beneficiary #2
First Name
Last Name
SSN
Beneficiary %
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Email Address
example@example.com
Telephone Number
Beneficiary #3
First Name
Last Name
SSN
Beneficiary %
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Email Address
example@example.com
Telephone Number
Name
First Name
Last Name
SSN
Beneficiary %
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Email Address
example@example.com
Telephone Number
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