Get Form 8855 Instructions

Form 8855 outlines the election to treat a qualified revocable trust as part of an estate. Filling out this form online may seem daunting, but with clear guidance, it can be a straightforward process. This guide provides step-by-step instructions to help you complete the form accurately.

Follow the steps to complete Form 8855 online.

1. Press the ‘Get Form’ button to access the form and open it in the editor.
2. In Part I, provide the estate or filing trust information, including the name of the estate, employer identification number, and the name of the executor. Specify the type of entity prior to the election and complete the address details.
3. Under penalties of perjury, the executor (or filing trustee) must sign and date the form, confirming their authority to make the election and ensuring that all provided information is accurate.
4. Proceed to Part II, where the decedent's information is required. Enter the name, Social Security number, and date of death of the decedent.
5. In Part III, the trustee of each qualified revocable trust must enter the trust’s details, including its name and employer identification number. The trustee must also sign and date this section.
6. Once all parts are completed, review the form for accuracy and ensure all necessary signatures are provided.
7. Save the changes made to the form. You can then choose to download, print, or share the completed Form 8855 as needed.

Complete your Form 8855 online today for a seamless filing experience.