Form 3 real estate 2025

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering the fiscal year-end date in the designated field. This is crucial for accurate reporting.
3. Input the amount on deposit in all trust accounts as confirmed with depositories. Ensure this matches your trust bank reconciliation.
4. For each selected trust ledger account, enter the number of accounts compared and confirm their balances against the listing of trust liabilities.
5. Trace and record details of receipts from both the current and next month, ensuring they are logged correctly in your records.
6. Document any exceptions noted during your review in the provided fields to maintain transparency.
7. Finally, review and sign off on the report section, including your professional designation and address before submission.

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