Get Ct 12

Filling out the Ct 12 form online can streamline the reporting process for split-interest trusts. This guide offers clear, step-by-step instructions tailored for users of all experience levels to ensure accurate completion of the form.

Follow the steps to effectively complete the Ct 12 online.

1. Press the ‘Get Form’ button to obtain the current version of the Ct 12 form and open it in the editor.
2. Begin by providing general information such as registration number, organization name, address, and contact details. Make sure to check for any incorrect items and correct them as necessary.
3. For each question provided in Section I, respond accurately. Indicate if an independent audit was performed, if there are any legal actions, or if trust documents were amended during the reporting period.
4. List the contact information for the person responsible for retaining the trust's records, as well as any key individuals associated with the trust, including their titles and compensation.
5. Move to Section II to calculate the charitable distribution and net assets fees. Carefully follow the guidelines to ensure total amounts are recorded correctly.
6. Sign the form under penalties of perjury, making sure that your signature and the date of signing are included.
7. Review your form for completeness. You may want to attach any necessary additional documents as specified in the instructions.
8. Once you are satisfied that the form is complete, save your changes, and choose to download, print, or share the form as needed.

Complete and submit your Ct 12 online to ensure your split-interest trust remains compliant with reporting requirements.