Get 2013 Aaat Registration Form

Filling out the 2013 AAAT Registration Form online can be a straightforward process if you follow these detailed steps. This guide is designed to assist you in completing each section with accuracy and confidence.

Follow the steps to complete the form successfully.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Identify the trustee section, where you will enter the name of the person or financial institution serving as the trustee. Ensure the name matches the Cemetery Permanent Maintenance Trust Fund Agreement provisions.
3. Fill in the trustee address, which is the mailing address of the trustee or the cemetery if that serves as the trustee per K.S.A. 17-1312 (a).
4. Document the account name, specifying the name of the permanent maintenance trust fund along with the cemetery name.
5. Enter the account number. Make sure this field is accurately filled out to facilitate accurate tracking.
6. State the quarter and year for the report. Remember to use the correct format for the quarters: 1st quarter (Jan, Feb, Mar), 2nd quarter (Apr, May, June), and so on.
7. Complete the deposit and withdrawal information. For each entry, report: total deposits to principal, total withdrawals from principal (note the requirement for written permission for withdrawals), total interest, total dividends, and total income.
8. Ensure all fields are filled out completely. Review each entry to avoid any potential errors.
9. Once the form is filled out, proceed to save your changes. You may download, print, or share the completed form as needed.

Take the next step by completing your documents online today.