Charitable Lead Trusts

To download forms and instructions, use the links below.

Registration Form

• CHAR 001 - LT
  Registration Statement for Charitable Lead Trusts

Registration Instructions

• CHAR 001 - LTi
  Instructions for Form CHAR001-LT

Annual Filing Form

• CHAR 004 (2008)
  Annual filing for Charitable Lead Trusts
• CHAR 004 (2007)
  Annual filing for Charitable Lead Trusts
• CHAR 004 (2006)
  Annual Filing for Charitable Lead Trusts

Annual Filing Instructions

• CHAR 004i
  Instructions for Form CHAR004
• Instructions for Submitting a Request by Email for an Extension of Time to File an Annual Report
  

Charitable Remainder Trusts

Registration Form

• CHAR 001 - RT
  Registration Statement for Charitable Remainder Trusts

Registration Instructions

• CHAR 001 - RTi
  Instructions for Form CHAR001-RT

Annual Filing Form

There is no annual filing form for Charitable Remainder Trusts

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