Get Outside Trust Form For Website (1).docx - Ethelwalker

This guide provides clear instructions on how to effectively complete the Outside Trust Form for the Ethel Walker School. Whether you are familiar with trust documents or not, our step-by-step approach will ensure a smooth experience.

Follow the steps to complete the Outside Trust Form online.

1. To begin, click the ‘Get Form’ button to access the Outside Trust Form. This will open the document in an online editor where you can input your information.
2. Fill in the date at the top of the form to indicate when you are completing this document.
3. In the section for the name and address of the donor, provide your full name and corresponding address clearly, ensuring accurate details.
4. If applicable, enter the name of your spouse or other beneficiary in the designated space.
5. Input the date of birth for both the donor and the spouse or beneficiary in the provided fields, making sure to use the correct format (MM/DD/YYYY).
6. In Part I, confirm the type of trust you have set up by checking the appropriate box for either Unitrust, Annuity Trust, Revocable, or Irrevocable.
7. Designate how you would like the proceeds to be used by selecting one of the options in section B. Specify details as necessary, particularly in the case of named endowed funds, by providing the name of the fund and its intended purpose.
8. Indicate the form and dollar amount of your trust in section C. Provide the percentage of the trust and approximate dollar amounts for cash, stocks, bonds, or other liquid assets, as well as details for real estate or any other assets.
9. If applicable, specify any contingent gifts and other details relevant to your trust.
10. In Part II, acknowledge whether you wish to be recognized as a member of The Ethel Walker Heritage Society by selecting 'YES' or 'NO,' and fill in the preferred name for publication if you choose to be recognized.
11. Sign and date the form at the bottom to validate your intentions.
12. Once you have completed the form, you can save your changes, download a copy for your records, print it out, or share it as needed.

Complete your documents online to ensure a seamless process.