Client Data Form

The form below is used to collect the data that we need to do the administrative function for a Charitable Remainder Trust.

It may be a good idea to give us a call (888) 343-3132 before a trust is drafted and funded to make sure the proper steps are followed.

A Trust Administration Agreement should be signed before the following form is begun. The appropriate fee, as stated in the agreement, should be sent with the contract. However, call us for help putting the transaction together.

The form can be filled out in steps. For example, the donor's name, address, etc. on the first page can be sent to us when a trust is just about to be completed.

Just call our toll free number and we will help you with the parts of the form that may not be clear.

 
 Donor Information
Donor Name:
Second Donor:
Address:
City, State, Zip:
Donor Birthdate(s):
First Donor Date, Second Donor Date
Social Security Number(s):
First Donor SSN, Second Donor SSN
Telephone:
Fax:
Email:
 

Trustee

Trustee Same as Donor:
Trustee Name:
Phone:
Address:
City, State, Zip:
Email:
 


Financial Advisor Information

Name:
Company:
Address:
City, State, Zip:
Telephone:
Fax:
Email:
 


Trust Information

Income Beneficiary
(If Different From Donor)
Address:
City, State, Zip:
Date of Birth:
SS Number:
Type of Trust:

Percentage Payout:
Payout:

Date Trust Signed:
 


Trust Funding Information

Funding Date:
Asset Type:
Value at Transfer:
Cost Basis:
How Acquired/Date:
Tax ID#
Closely held stock and real estate require a qualified appraisal by a qualified appraiser.
Yellowstone Trust Administration, Inc.
2070 Overland, Suite 104 Billings, MT 59102 - Phone: (888) 343-3132 Fax: (406) 255-8685
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