Char004 2026

1. Click ‘Get Form’ to open char004 in the editor.
2. Begin with Part A - General Information. Fill in the period for which you are reporting, ensuring to use the correct mm/dd/yyyy format.
3. 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.
4. Complete your address details, including street number, city, state, and zip code. Don't forget to include your telephone number and email address.
5. Move to Part B - Certification. Ensure that an authorized representative signs and prints their name, title, and date.
6. 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.
7. 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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