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MUTUAL FUNDS Aditya Barley Sun Life Mutual Fund Key Information Memorandum & Common Application Form Debt and Fund of Funds Schemes Continuous Offer of Units at NAV Based Place-name OF MUTUAL SURNAME
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Start by locating the designated section for the name of the form trustee on the form. This is usually found at the beginning or towards the top of the form.
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Write the full legal name of the form trustee in the space provided. Make sure to use the correct spelling and format (e.g., first name, middle initial, last name).
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Who needs the name of form trustee:

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Estate planners or individuals creating a trust document that requires the appointment of a trustee.
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Executors or administrators of a deceased person's estate who need to identify the trustee named in a trust instrument.
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Beneficiaries of a trust who may need to know the name of the trustee for various reasons, such as communicating with them or seeking information about the trust.
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The name of form trustee is Form 3520.
Any U.S. person who is treated as the owner of any part of a foreign trust must file Form 3520.
Form 3520 can be filled out online or by mailing a paper form to the IRS.
The purpose of Form 3520 is to report transactions between U.S. persons and foreign trusts.
The form requires information such as the amount of distributions received from the foreign trust and any gifts or bequests from the trust.
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