Get Virginia Circuit Court Fiduciary Form Cc 1684

Filling out the Virginia Circuit Court Fiduciary Form Cc 1684 online can seem daunting, but this guide aims to simplify the process. Whether you are a trustee or responsible for account management, understanding each component of the form is crucial for accurate submission.

Follow the steps to successfully complete the Fiduciary Form Cc 1684 online.

1. Click ‘Get Form’ button to obtain the form and open it in the online editor.
2. Begin by entering the court file number at the top of the form. This number is essential for tracking the account.
3. Next, fill in the Commonwealth of Virginia information, including the applicable Virginia Code sections related to your fiduciary duties.
4. Provide the names of the trust beneficiary or beneficiaries, along with the deceased person's name if applicable.
5. Input the names and contact information for all trustees involved in the management of the account.
6. Specify whether this is the first, second, or subsequent account you are reporting. Ensure you accurately select this based on the completion of previous accounts.
7. Indicate whether this is a final account by checking the appropriate box.
8. Record the date of qualification or the end date of the last account period.
9. Complete the Account Summary section by entering beginning assets, principal receipts, income receipts, gains on asset sales, adjustments, disbursements, and distributions. Ensure all figures add up correctly.
10. Attach any required documentation to substantiate the amounts reported, including receipts, bank statements, or brokerage documents.
11. Review all entered information for accuracy, making sure all required fields are filled out without omission.
12. Once all information is completed and verified, you can save your changes, download the filled form, print it for physical records, or share it as needed.

Complete your fiduciary documents online today to ensure timely and accurate reporting.