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GIFT TRUST (JOINTLY OWNED PLANS SURVIVOR TO BENEFIT) DISCRETIONARY Important notes Please read these notes prior to completion. The following trust form should not be used for pension plans. This

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What is gift trust jointly owned?

A gift trust jointly owned is a trust that is owned by two or more individuals.

Who is required to file gift trust jointly owned?

All owners of the gift trust are required to file the trust jointly owned.

How to fill out gift trust jointly owned?

To fill out a gift trust jointly owned, owners must provide information about the trust assets and distributions.

What is the purpose of gift trust jointly owned?

The purpose of a gift trust jointly owned is to manage and distribute assets according to the trust terms.

What information must be reported on gift trust jointly owned?

Owners must report information about the assets, beneficiaries, and trustee of the gift trust jointly owned.

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