Follow the steps to fill out the form online.

1. Click ‘Get Form’ button to access the form and open it in your preferred online document editor.
2. Begin by entering the name of the trust or estate as it appears on federal Form SS-4 in the designated field.
3. Input the employer identification number provided for the trust or estate.
4. Fill in the name and title of the fiduciary responsible for the trust or estate.
5. Enter the fiduciary's address, including the number and street or rural route, city or village, state, and ZIP code.
6. On line 1, indicate the total amount of estimated taxes that will be allocated to beneficiaries. This total must reflect the accurate figure.
7. In column B, provide the beneficiary’s identifying number, which could be a Social Security number or employer identification number.
8. In column C, state the amount of estimated tax payment allocated to each beneficiary as per your calculations.
9. For each beneficiary listed, calculate the proration percentage by dividing the amount in column C by the total amount on line 1. Enter this as a percentage in column D.
10. Once all sections of the form are completed and verified for accuracy, you will need to sign and date the form in the designated areas.
11. Review the entire form to ensure all information is correct, then save your changes, and proceed to either download, print, or share the completed document.

Complete your documents online today for a hassle-free filing experience.