Investigation, Revenue and Enforcement Administration 2025

1. Click ‘Get Form’ to open it in the editor.
2. Begin with Section A: Principal. List all bank accounts, including names, addresses, account numbers, and balances as of January 1st and December 31st. Attach monthly bank statements for verification.
3. Continue to list securities under Section A2. Provide details such as financial institution name, account number, and values at the start and end of the year. Attach relevant brokerage statements.
4. In Section B: Assets and Income Received, document all assets received during the accounting period. Include dates, descriptions, sources, and amounts.
5. For disbursements in Section C, record all payments made during the period. Ensure to attach documentation for any expense over $250.
6. Complete the summary of assets in Section E by calculating total principal on hand as of December 31st based on previous entries.
7. Finally, verify your information in the Verification section before submitting your completed form.

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