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How to use or fill out char004 with our platform
- Click ‘Get Form’ to open char004 in the editor.
- Begin with Part A - General Information. Fill in the period for which you are reporting, ensuring to use the correct mm/dd/yyyy format.
- Check any applicable boxes for New York State requirements and provide the name of your charitable lead trust along with the Federal Employer ID number.
- Complete your address details, including street number, city, state, and zip code. Don't forget to include your telephone number and email address.
- Move to Part B - Certification. Ensure that an authorized representative signs and prints their name, title, and date.
- In Part C - Fee Submitted, indicate the appropriate fee based on total distributions to charity. Make sure to prepare a single check or money order for submission.
- Attach all required documents as specified in Part D and complete Part E - Financial Report by detailing charges and credits accurately.
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