Trump Account Questionnaire - Request for Future Help

Trump Account Questionnaire - Sign Up for Financial Literacy & Potential Future Funding Programs
If you have already filed your tax return with us for your Child's future Invest America ("Trump") account or you are still considering signing up in 2026, this Questionnaire will help us assist you with enrollment questions and also allow you to join future Financial Literacy Programs that SimplifyCT will host. We will also provide one on one mentorship as the year progresses to help you build your child's future!

Kindly answer the following questions below so we can assist you during 2026.
Parent/Guardian or Other Authorized Individual Information
Note: The parent/guardian or other authorized individual listed is the responsible party for the child's Trump account.
Name*

First NameMiddle InitialLast Name
Parent/Guardian Social security number*
Parent/Guardian Date of birth*

MonthDayYear
Date
Home address (number and street). If you have a P.O. box, see instructions.*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Apartment number
City, town, or post office. If you have a foreign address, also complete spaces below.*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
County

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
State*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
ZIP code*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone no.*
Preferably a cell phoneFormat: (000) 000-0000.
Email address
example@example.com
Child's Information

Child's Information If more than two children just open up an additional form.

Rows	(i) Child 1	(ii) Child 2
1a First name
b Middle name
c Last name
Date of birth XX/XX/XXXX
Relationship (son, daughter, grandchild, etc)
Mark with an X if you intend to be the authorized individual for the child in 2026.

Part III Pilot Program Contribution Election

Part III Pilot Program Contribution Election

Rows	(i) Child 1	(ii) Child 2
7 Check box if child qualifies for, and you want the child to receive, a Pilot Program Contribution

Part IV Consent to Disclose Information
By completing this form, you authorize the IRS, Treasury, and their agent(s) to create and maintain a Trump account with respect to the eligible child(ren) listed on this form. You also authorize the IRS, Treasury, and their agent(s) to disclose the fact that a Trump account has been established for the eligible child(ren) listed above to any parent, guardian, or authorized individual of the eligible child who is permitted to make an election to request creation of the Trump account.
Under penalties of perjury, I declare that I have examined this form, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
Your signature
Date

MonthDayYear
Date
YesNo
YesNo
YesNo
Should be Empty:

Trump Account Questionnaire - Sign Up for Financial Literacy & Potential Future Funding Programs

Parent/Guardian or Other Authorized Individual Information

Child's Information

Part III Pilot Program Contribution Election

Part IV Consent to Disclose Information