California Society of CPAs
Home       Members    Calendar    Who's On
Welcome Guest ( Login | Register )
        



form 56 Expand / Collapse
Author
Message
Anonymous
Posted 8/6/2008 9:58:50 AM




Is it required to attach all of the trust documents and amendments when you initially file form 56 or can you just keep them on file?
Post #627
Posted 8/7/2008 10:49:19 AM
Power Member

Power MemberPower MemberPower MemberPower MemberPower MemberPower MemberPower MemberPower Member

Group: Forum Members
Last Login: 2 days ago @ 4:53:46 PM
Posts: 110, Visits: 447
There are generally no attachments to Form 56. The only time would be if it was being filed by a receiver or similar functioning fiduciary.

Mary Kay Foss
Post #628
Anonymous
Posted 9/30/2008 11:50:18 AM




I need to know if you need to file form 56 each time you change your fidicuary relationship or do you change the form only once from who is currently responsible for your asset transactions or do you change to yourself as trustee?
Post #656
« Prev Topic | Next Topic »


All times are GMT -8:00, Time now is 4:25pm

Powered by InstantForum.NET v4.1.4 © 2008
Execution: 0.047. 15 queries. Compression Disabled.