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Results Folder [required]
What is your full STRAW NAME? (all uppercase, e.g. "JOHN DAVID SMITH") [required]
What is your STRAW NAME just FIRST LAST? (e.g. JOHN SMITH) [required]
What is your Secured Party Appellation to indicate who is trustee? (Spell as for a living being, with upper/lower, e.g "John-David Smith" recommended, or "John David Smith". The IRS will not record any : or . characters if they are in your spelling, so don't mention them; there is no need to bring it up with them. Also do not mention "upper" or "lower", just write them that way, but if you call with option 2, just say the names of the letters. They will type them in all uppercase anyway no matter what you say. There is no need to bring it up.) [required]
What is your birthday (this question is not on the form, but they may ask you when you call on the phone, the trustee's birthday) [required]
What is the grantor name? (NEVER NEVER tell the IRS you are the living grantor. But it is spelled exactly the same as yours, the living trustee. Spell as for a living being, with upper/lower, e.g "John-David Smith" recommended, or "John David Smith". The IRS will not record any : or . characters if they are in your spelling, so don't mention them; there is no need to bring it up with them. Also do not mention "upper" or "lower", just write them that way, but if you call with option 2, just say the names of the letters. They will type them in all uppercase anyway no matter what you say. There is no need to bring it up.) [required]
What is the trust creation date? (A simple choice is January 1 of the current year as the start date, no question of any back records, example "January 1, 2024". You are the grantor; do not reveal that. You pick the date. This principal name capturing trust is implied by your granting it in your mind. When properly handled, it can be used to capture your domestic STRAW MAN and its holdings. Once you do pick this date, always remember it, for the IRS will ask you for it during most phone calls, as identification along with the trustee birthday.) [required]
What is the foreign trust street address? (must be foreign, i.e. outside the UNITED STATES) [required]
What is the foreign trust city, state, and postal code? [required]
What is the foreign trust county and state? (In some jurisdictions, there are only provinces, not counties within states, so you can just use it twice, like Puebla, Puebla in Mexico.) [required]
What is your foreign FAX number? [required for option 1, faxing from foreign phone using foreign mailing address]
What is the foreign mailing street address? [required for option 1, faxing from foreign phone using foreign mailing address]
What is the foreign mailing city, state, and postal code? [required for option 1, faxing from foreign phone using foreign mailing address]
What is your phone number, to use as the trustee's phone number? (example "+1 222 333 4444") [required for option 2, simple phone call using domestic mailing address]
What is the domestic mailing street address? [required for option 2, simple phone call using domestic mailing address]
What is the domestic mailing city, state, and postal code? [required for option 2, simple phone call using domestic mailing address]
