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*

David Bazar, CPA, CA, (Ontario), CGMA, CPA CPA (Ohio)Corrado Calvo, HBBA, CPA (Ontario)Ross McBean, MBA, CPA, CA (Ontario)
Name of Trust *
Type of Trust*

Estate of deceased - provide copy of Death Certificate & WillInter-Vivos TrustOther
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
Date
YOUR NAME*

PrefixMiddle NameLast NameSuffix
Your Relationship to Trust or Estate*

TrusteeEstate ExecutorOther
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
Date
Next Year End Tax return to be filed

MonthDayYear
Date
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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