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Click ‘Get Form’ to open the trust accounting supplemental form in the editor.
Begin by filling in the year and trustee details at the top of the form. Ensure accuracy as this information is crucial for legal compliance.
In Section A, list all bank accounts under 'Principal'. Include account names, numbers, and balances as of January 1st and December 31st. Attach monthly bank statements for verification.
Continue with securities in Section A2. Provide details about bonds, notes, and stocks owned by the trust, attaching necessary brokerage statements.
For personal property in Section A3a, describe items valued over $500 and attach any relevant insurance policies or appraisals.
Complete Sections B and C by detailing assets received and disbursements made during the accounting period. Be sure to include dates, descriptions, and amounts.
Finally, review all sections for completeness before submitting your form. Utilize our platform’s features to save your progress or share it directly with stakeholders.

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