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Proceedings of the Board of Trustees Lockwood School District No. 26 Yellowstone County, Billings, MT Regular Meeting of January 9, 2007 Back to Minutes Home Page 2 | Page 3 | Page 4 | Page 5 | Page
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Individuals appointed as trustees of a trust.
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The form following trustees is a legal document that outlines the responsibilities, duties, and distributions of trust assets by trustees to beneficiaries.
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Trustees who manage a trust and are responsible for reporting to the beneficiaries are required to file this form.
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To fill out the form, trustees need to provide detailed information about the trust, its assets, expenses, and distributions made to beneficiaries, ensuring accuracy and completeness.
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The purpose of the form is to ensure transparency in the management of the trust and to provide beneficiaries with information about the trust's performance and distributions.
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The form must report details such as the name and identification of the trust, trustee information, asset valuations, income, expenses, and any distributions to beneficiaries.
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