Crummey letter sample: Fill out & sign online

Here's how it works

01. Edit your crummey letter sample online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send crummey letter via email, link, or fax. You can also download it, export it or print it out.

How to use or fill out crummey letter sample with our platform

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

Click ‘Get Form’ to open the crummey letter sample in the editor.
Begin by entering the Trustee's name and address at the top of the document. Ensure that you include the city, state, and zip code for accuracy.
Next, input the date of the letter. This is crucial as it establishes the timeline for the trust transaction.
Fill in the Beneficiary's name and address details. Repeat this step if there are multiple beneficiaries, ensuring each has their complete information including city, state, and zip code.
Specify the date of transfer. This should align with your trust agreement to maintain consistency.
Finally, review all entered information for accuracy before saving or exporting your completed document.

Start using our platform today to effortlessly fill out your crummey letter sample for free!

See more crummey letter sample versions

We've got more versions of the crummey letter sample form. Select the right crummey letter sample version from the list and start editing it straight away!

Versions	Form popularity	Fillable & printable
2017	4.4 Satisfied (42 Votes)
2016	4.6 Satisfied (24 Votes)

be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Contact us

What is a Crummey letter?

Named after the court case that gave rise to the rule, a Crummey Notice is simply a letter letting a beneficiary know that assets have been added to a trust and informing the beneficiary of his/her right to withdraw those assets if applicable.

Who sends Crummey letters?

To alert the beneficiaries that the trust creator has made a gift and that they have a short time to withdraw part if they wish, the trustee sends beneficiaries a Crummey notice. It is named after a legal case about withdrawal rights.

What is an example of a Crummey Trust?

For example, if you set up a Crummey trust for your daughter and the trust generates $5,000 of income in a given year, you would be able to gift $19,000 to the trust that year and also pay the taxes on the $5,000 of income.

Are Crummey letters still necessary?

Crummey Notices Are Not Required: The U.S. Tax Court in Turner, Tax Court Memo 2011-209, found that such a notice by the trustee is not required. In that case the decedent created a trust during his life to own life insurance policies on his life for the benefit of his children and grandchildren.

sample crummey letter

Crummey letter sample pdf Crummey letter sample doc Crummey letter for irrevocable trust Crummey letter requirements Backdating Crummey letters What happens if Crummey letters not sent Why is it called a Crummey letter Crummey letter life insurance trust

Security and compliance

At DocHub, your data security is our priority. We follow HIPAA, SOC2, GDPR, and other standards, so you can work on your documents with confidence.

Learn more

Crummey letter sample 2026

Here's how it works