TRUST INFORMATION SUMMARY SHEET - bspm1comb 2026

1. Click ‘Get Form’ to open the TRUST INFORMATION SUMMARY SHEET - bspm1comb in the editor.
2. Begin by entering the full name of the trust at the top of the form. Indicate whether the trust is revocable or irrevocable by checking the appropriate box.
3. Fill in the names of all trustees in the designated fields. Ensure that each trustee's name is clearly written for accurate identification.
4. In the Income Beneficiary Information section, list each income beneficiary's name and their corresponding percentage of trust income. Record actual income distributed for the past three years.
5. Proceed to Principal Beneficiary Information, repeating similar steps as above for principal beneficiaries, including their names and allocated percentages.
6. Complete the Trust Assets section by providing current market value and estimated annual income. Specify portfolio mix percentages across various asset classes.
7. Indicate any restrictions on trust assets and provide details if there are restricted assets, including their values and income derived from them.
8. Finally, certify accuracy by signing and dating at the bottom of the form.

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