Accounting form 2012-2026

1. Click ‘Get Form’ to open the accounting form 2012 in the editor.
2. Begin by filling in the 'Annual Accounting of' section with the name of the trust and trustee. Ensure all names are spelled correctly for accuracy.
3. In Section A, list all bank accounts under 'Principal'. Include bank names, addresses, account numbers, and balances as of January 1st and December 31st. Attach monthly bank statements for verification.
4. Continue to Section B to document any assets received during the accounting period. Specify dates, descriptions, and values for each asset.
5. In Section C, detail all disbursements made from the trust. Include payee information and attach receipts for expenses over $250.
6. Complete Sections D through G by providing information on fund transfers, annuities, and trustee details. Make sure to attach any required court documents.
7. Finally, review your entries for completeness and accuracy before submitting your form through our platform.

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