Form Char001-LT Open to Public - CharitiesNYS.com 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin with Part A, where you will provide the 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 identification.
3. Continue by entering the Date of Trust and any Amendments/Codicils. Specify the Type of Trust by selecting either Inter vivos or Testamentary.
4. In Part B, list each Trustee's information including their Name and Address. This section is crucial for establishing who manages the trust.
5. Proceed to Part C.1 and C.2 to identify Remainder Beneficiaries and Charitable Lead Beneficiaries respectively. Provide their names, dates of death (if applicable), descriptions of interest, and Federal EINs where necessary.
6. Attach all required documents as specified in Part D. This includes a copy of the trust instrument.
7. Finally, complete Part E by signing and printing your name along with your title and date to certify the information provided.

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