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VG LI Beneficiary Designation/Change 11 VETERAN INFORMATION (please print clearly using capital letters) All the information in this section is required. First Name: MI: Last Name: (See Billing Statement)
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This form is used to report information about beneficiaries of a trust or estate.
The trustee or executor of a trust or estate is required to file this form.
The form can be filled out online or submitted through mail following the instructions provided by the IRS.
The purpose of this form is to provide the IRS with information about the beneficiaries of a trust or estate for tax purposes.
The form requires reporting the names, addresses, and Social Security numbers of the beneficiaries along with their share of income or deductions.
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