TRUST

A trust is a legal entity created under state law and taxed under federal law in which one party holds assets for the benefit of another. A trust is required to file a Form 1041 (U.S. Income Tax Return for Estates and Trusts) to report its income, deductions, gains, and losses. There are different types of trusts, please select the type of trust you are applying for.

- required fields
TRUST INFORMATION
Grantor, Owner, Trustor of the Trust
TRUSTEE INFORMATION
MAILING ADDRESS OF THE TRUSTEE (NO PO BOXES)
DATES
ABOUT THE ENTITY

EIN/Tax ID Recipient Information
CUSTOMER AGREEMENT: