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How to use or fill out char004 2012 form with our platform
- Click ‘Get Form’ to open the char004 2012 form in the editor.
- Begin with Part A - General Information. Fill in the period of the trust, check applicable boxes for New York State, and provide the name of the charitable lead trust along with its Federal Employer ID number.
- Complete your address details including street, city, state, and zip code. Ensure you also provide a valid telephone number and email address for correspondence.
- Move to Part B - Certification. Here, an authorized representative must sign and print their name, title, and date to certify that all information is accurate.
- In Part C - Fee Submitted, indicate the appropriate fee based on the total amount distributed to charity. Make sure to select only one fee option.
- Attach any required documents as specified in Part D and complete Part E - Financial Report by detailing charges and credits related to distributions.
- Finally, review all entries for accuracy before submitting your completed form along with any attachments to the designated address.
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