05 Information for us to open a Trust or Estate File for You

05 Information for us to open a Trust or Estate File for You
Select your Bazar McBean Partner
Name of Trust
Type of Trust

Other
Name of Settlor or Deceased

PrefixMiddle NameLast NameSuffix
Address of Settlor (if Applicable)

Street Address

Street Address Line 2

CityState

Zip CodeCountry
Canadian Social Insurance Number of Settlor or Deceased
SIN
US Social Security Number or ITIN of Settlor or Deceased
SSN -ITIN
Date of Settlement/Death

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
YOUR NAME

PrefixMiddle NameLast NameSuffix
Your Relationship to Trust or Estate

Other
Your Address

Street Address

Street Address Line 2

CityState

Zip CodeCountry
Your Email

Confirmation Emailexample@example.com
YOUR TELEPHONE NUMBERS
Trust Account #
US EIN (if any)
EIN
Last Year End Tax return filed - please provide copy of last tax returns and assessments

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Next Year End Tax return to be filed

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Additional Trustee/Executor Information
Beneficiary Information
Please let us know how we may help you and provide any information about the Trust/Estate that you think we should know
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