Trust Questionnaire

1. Date ____/_______/_________

2. Name of Trust?

_____________________________________________________________________________________

3. What type of Trusts?

o Revocable Trust
o Irrevocable Trust
o Spendthrift Trust
o Generation Skipping Trust
o Charitable Trust

4. Name, Address Tax ID of Creator/Settler /Grantor

_____________________________________________________________________________________

5. What is the purpose of this trust?

Is this trust a Holding Trust __ Business Trust ___ Investment Trust___ Family Trust____?
(Creator/Settlor must complete and sign IRS form SS4 giving trustee permission to file for an Employer
Identification Number (EIN) to open a bank/investment account for this trust) If you choose a holding
trust no need for an EIN skip completing form SS4.

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 Trust Questionnaire

6. Trustee’s/Co-Trustee’s name and address -This person will control / manage the trust.

(a). Primary Trustee name and address:

• Name: ______________________________________________________________________________

• Address: ____________________________________________________________________________

(b). Co-Trustee’s if applicable name and address:

• Name: ______________________________________________________________________________

• Address: ____________________________________________________________________________

(c) Successor Trustee name and address:

• Name: ______________________________________________________________________________

• Address: ____________________________________________________________________________

7. Beneficiary(ies)

Name: ______________________________/ Tax

DOBID _________________/ Percentage ______________

Address: _____________________________________________________________________________

Name: ______________________________/ Tax

DOBID _________________/ Percentage ______________

Address: _____________________________________________________________________________

Name: ______________________________/ Tax

DOBID _________________/ Percentage ______________

Address: _____________________________________________________________________________

Name: ______________________________/ DOB

Tax ID _________________/ Percentage ______________

Address: _____________________________________________________________________________

Name: ______________________________/ DOB

Tax ID _________________/ Percentage ______________

Address: _____________________________________________________________________________

Name: ______________________________/ DOB

Tax ID _________________/ Percentage ______________

Address: _____________________________________________________________________________

Add a page for beneficiary and or trustee if necessary