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Get and Sign Form 5227

Get and Sign Form 5227

Use a form 5227 template to make your document workflow more streamlined.

Of trustee B Type of Entity Number, street, and room or suite no. (If a P.O. box, see the instructions.) City or town, state or province, country, and ZIP or foreign postal code C Fair market value (FMV) of assets at end of tax year E Check applicable boxes (see the instructions) G Initial return Change in trustee’s ▶ D Gross Income (1) Charitable lead trust (2) Charitable remainder annuity trust described in section 664(d)(1) (3) Charitable remainder unitrust described in...
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