Get Cra Bmo

Filling out the CRA BMO informal trust account supplementary form online can seem daunting at first. This guide provides clear, step-by-step instructions to help you complete the form accurately and efficiently.

Follow the steps to complete the form successfully.

1. Click the ‘Get Form’ button to access the CRA BMO form and open it in the editing interface.
2. Begin by entering the name of the account and the social insurance number of the individual contributing assets to the trust. Ensure the information is accurate as it is critical for tax reporting.
3. Fill out the account number assigned to the trust account.
4. Provide the name, residence address, and date of birth for each trustee involved with the account. If there are multiple trustees, include all their information.
5. Input the beneficiary information, including their name, address, and date of birth. Please remember that BMO InvestorLine informal trust accounts can only have one beneficiary.
6. Read and certify the declarations made by the trustee(s). Ensure that you understand each point and that it reflects your situation accurately.
7. Sign the form as the trustee, and if required, have a witness sign as well. Ensure all trustees provide their signatures along with the date.
8. Once completed, review all entries for accuracy. Then, save your changes, and you may choose to download, print, or share the final document as needed.

Prepare to submit your CRA BMO form online by utilizing these comprehensive steps.