Form
Name of person Completing Checklist
*
First Name
Last Name
Name of trust
First Name
Last Name
Did the trust or estate make distributions to beneficiaries in 2024?
*
Yes
No
If yes, please provide amounts distributed.
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Were there any name or address changes for fiduciaries and/or beneficiaries?
*
Yes
No
If yes, please explain.
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Have there been any changes to the trust governing documents?
Yes
No
If yes, please explain. Also, please upload revised document to Onvio.us.
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If the trust or estate is overpaid when the return is filed, how would you like the refund handled?
Direct deposit
Paper check
Apply to next year
Not Applicable
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Bank Institution Name
Routing number
Account number
Account type
Checking
Savings
Submit
Should be Empty: