Get Form Cc 1684

Filling out Form Cc 1684 is crucial for trust accounting in the Commonwealth of Virginia. This guide will help you understand each component and step involved in completing the form online.

Follow the steps to successfully complete Form Cc 1684 online.

1. Press the ‘Get Form’ button to access the form and open it in your online document editor.
2. Enter the court file number at the top of the form. This number is unique to your case and is usually provided by the court.
3. Fill in the name of the trust beneficiary or beneficiaries accurately to ensure proper identification and distribution of trust assets.
4. If applicable, include the name of the decedent if the trust is established under a will. This provides context for the trust's purpose.
5. Input the name of the trustee or trustees responsible for managing the trust. Include their daytime telephone number and mailing address for communication.
6. Answer whether this is a final account by selecting 'yes' or 'no.' This determines the nature of the report being filed.
7. Complete the account summary section by detailing the beginning assets, principal receipts, income receipts, gains on asset sales, and any adjustments. Attach itemized lists as required.
8. Calculate and enter the total for the account summary reflecting the total of line 6. This includes disbursements and distributions, ensuring accuracy in your entries.
9. Certify the accuracy of your accounting by signing in the designated trustee signature fields and entering the date of each signature.
10. Once all sections are completed and verified, choose to save your changes, download the completed form, print it for submission, or share it as needed.

Complete your Form Cc 1684 online now for efficient trust management.