Char001 rt 2026

1. Click ‘Get Form’ to open the CHAR001-RT in the editor.
2. Begin with Part A - Identification of Registrant. Fill in the Full Name of Trust, c/o Name, Mailing Address, Phone, Fax, Email Address, and Federal Employer ID number (EIN). Ensure all details are accurate for proper registration.
3. Continue by entering the Date of Trust and any Amendments/Codicils. Select the Type of Trust by checking either 'Inter vivos' or 'Testamentary'. Lastly, provide the Fiscal Year End date.
4. Move to Part B - Identification of Trustees. List each trustee's Name and Address clearly to ensure compliance.
5. In Part C.1., identify Lead Beneficiaries by providing their Name, Date of Death (if applicable), and Description of Interest.
6. For Part C.2., list Charitable Remainder Beneficiaries including Organization Name, Federal EIN, and Description of Interest.
7. In Part D, check the box if the trust has complied with mailing requirements regarding termination notices.
8. Attach all required documents in Part E by uploading a copy of the trust instrument directly within our editor.
9. Finally, complete Part F - Certification by signing and providing your Printed Name, Title, and Date.

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