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Thread: A Few Easy Trust Questions

  1. #11
    Join Date
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    I'm glad I saw this thread, I thought all I needed to do was send in my form 1 and a copy of my trust.

    So when going the trust route you need to send in:
    1: Copy of the trust
    2: form 1 or 4
    3: a signed schedule of assets (does it have to be notarized?) (what exact info needs to be on the schedule?)
    4: certification of trust? (this is the first I've heard of this)
    5: certificate of compliance?

    I thought new what I had to do, but I guess I was wrong.
    Last edited by will_dearborn919; 03-23-11 at 23:39.

  2. #12
    Join Date
    Dec 2006
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    If you are using an assignment sheet instead of "schedules", as Smith934 and I are, then for each transaction you send in an assignment sheet ONLY WITH THE ITEMS BEING TRANSFERRED LISTED. You do not have to send them a list of every item in the trust each time, and it does NOT have to be notarized.

  3. #13
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    Quote Originally Posted by will_dearborn919 View Post
    I'm glad I saw this thread, I thought all I needed to do was send in my form 1 and a copy of my trust.

    So when going the trust route you need to send in:
    1: Copy of the trust
    2: form 1 or 4
    3: a signed schedule of assets (does it have to be notarized?) (what exact info needs to be on the schedule?)
    4: certification of trust? (this is the first I've heard of this)
    5: certificate of compliance?

    I thought new what I had to do, but I guess I was wrong.
    Since you have to send the trust you don't need a certification of trust.
    Peace, Jerry

    I don't drink the koolaid

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