Get Schedule Cc Request For Closing Certificate Form

Filling out the Schedule Cc Request For Closing Certificate Form is an essential step for fiduciaries managing estates or trusts. This guide provides a straightforward outline to assist users in completing the form accurately and efficiently online.

Follow the steps to complete the form successfully.

1. Press the ‘Get Form’ button to access the Schedule Cc Request For Closing Certificate Form and open it in your online editor.
2. Begin filling out Part I for estates. Start with the legal last name of the decedent in the designated field, followed by their legal first name and middle initial. Enter the decedent's social security number in the appropriate box.
3. Indicate if the decedent had a will by selecting 'Yes' or 'No'. If 'Yes', ensure to enclose a copy of the will when submitting the form.
4. Select the type of probate by choosing 'Informal', 'Formal', or 'Other', as applicable.
5. Provide details on the decedent's tax status, including years of income if they did not file tax returns for the four years prior to death.
6. Respond to whether the decedent was contacted by the IRS or the Wisconsin Department of Revenue in the last three years, and provide an explanation if applicable.
7. Answer the question regarding the gross income of the estate being less than $600 by selecting 'Yes' or 'No'.
8. Indicate if a final Form 2 will be filed at a later date by choosing 'Yes' or 'No'.
9. Complete the asset totals in the appropriate fields on lines 10a through 10L, ensuring to write numbers without commas or cents.
10. Use Part II for trusts. Fill in the legal name of the trust and provide details about the grantor(s) and grantee(s), including their social security numbers.
11. Indicate the date the trust was funded and answer whether the trust has been contacted by the IRS or Wisconsin Department of Revenue.
12. Provide reasons for closing the trust and details if it is due to the death of a beneficiary.
13. Complete the asset valuation for the trust on lines 9a through 9f, using the same format as in the estate section.
14. Sign and date the form at the end. Ensure all required signatures are provided, including if another preparer filled out the form.
15. Finally, save your changes, download a copy of the filled-out form, print it for your records, or share it if needed.

Complete your Schedule Cc Request For Closing Certificate Form online today to ensure a smooth process.