Get Name Of Source

Filling out the Name of Source form is essential for reporting gifts received by individuals in compliance with California regulations. This guide will walk you through the process, ensuring that you complete the form accurately and meet all necessary requirements.

Follow the steps to complete the Name of Source form effectively.

1. Press ‘Get Form’ button to obtain the form, which you can then open in your chosen editor.
2. Begin by entering the full name of the source in the designated field. Ensure you use the complete name, avoiding any abbreviations or acronyms.
3. Next, fill in the address of the source. Provide the complete address, including street address, city, state, and zip code.
4. If the source is a business entity, you will need to describe the business activity. Be clear and concise in your description, as this is important for transparency.
5. Record the date you received the gift using the format month/day/year. Ensure the date is accurate and corresponds to when the gift was accepted.
6. In the next field, input the value of the gift. If the exact value is unknown, provide a good faith estimate rather than vague terms.
7. Describe the gift in the corresponding field, offering enough detail for clarity. This can include what the gift was and for what purpose it was received.
8. Repeat steps 2-7 for each additional gift from the same or different sources as necessary.
9. Once all necessary fields are completed, review your entries for accuracy. Ensure all information is truthful and complete, as required by law.
10. Save the completed form. You may choose to download it, print it, or share it as required.

Complete your reporting accurately by filing the Name of Source form online today.