[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"doc-seo-285764-105":3,"detail-sidebar-cat-1-en-105":81,"doc-detail-285764-en":127},{"code":4,"msg":5,"data":6},0,"ok",{"site_id":7,"language":8,"slug":9,"title":10,"keywords":11,"description":12,"schema_data":13,"social_meta":74,"head_meta":76,"extra_data":78,"updated_unix":80},105,"en","sample-crummey-notice","Sample Crummey Notice","","This document serves as a formal template for a Crummey Notice, a critical legal communication used in estate planning to inform trust beneficiaries of their right to withdraw contributions made to an irrevocable trust. The letter specifies the date of the gift, the amount involved, and the precise timeframe for exercising withdrawal rights before they lapse. It emphasizes the fiduciary duty of the trustee to provide such notification as required by trust agreements and tax regulations, ensuring compliance and transparency in gift-giving processes. The template is designed for professional use by trustees or wealth management advisors, providing a structured format to document the beneficiary's acknowledgment of the notice while facilitating orderly asset management and distribution. By clearly outlining the procedure for contacting the trustee and the consequences of inaction, this notice helps maintain legal standing for tax-advantaged gifting strategies while providing beneficiaries with all necessary information to make informed decisions regarding their trust interests.",{"@graph":14,"@context":73},[15,34,56],{"@type":16,"itemListElement":17},"BreadcrumbList",[18,23,27,31],{"item":19,"name":20,"@type":21,"position":22},"https://docshare.wps.com","Home","ListItem",1,{"item":24,"name":25,"@type":21,"position":26},"https://docshare.wps.com/template/","Template",2,{"item":28,"name":29,"@type":21,"position":30},"https://docshare.wps.com/template/letters/","Letters",3,{"item":32,"name":10,"@type":21,"position":33},"https://docshare.wps.com/template/sample-crummey-notice/285764/",4,{"url":32,"name":10,"@type":35,"image":36,"author":41,"headline":10,"publisher":44,"fileFormat":47,"inLanguage":8,"description":12,"dateModified":48,"datePublished":49,"encodingFormat":47,"isAccessibleForFree":50,"interactionStatistic":51},"DigitalDocument",{"url":37,"@type":38,"width":39,"height":40},"https://docshare.wps.com/thumbnails/sample-crummey-notice/285764.png","ImageObject",442,249,{"name":42,"@type":43},"Terk","Person",{"url":19,"name":45,"@type":46},"DocShare","Organization","application/pdf","2026-10-22","2026-09-17",true,{"@type":52,"interactionType":53,"userInteractionCount":55},"InteractionCounter",{"@type":54},"ViewAction",9,{"@type":57,"mainEntity":58},"FAQPage",[59,65,69],{"name":60,"@type":61,"acceptedAnswer":62},"What is a Crummey Notice?","Question",{"text":63,"@type":64},"A Crummey Notice is a formal letter sent to trust beneficiaries to inform them that a contribution has been made to the trust and that they have a limited window of time to withdraw that gift.","Answer",{"name":66,"@type":61,"acceptedAnswer":67},"What happens if the beneficiary does not exercise their withdrawal right?",{"text":68,"@type":64},"If the beneficiary does not exercise their right within the specified time period, the gift remains in the trust and will be managed and distributed according to the terms of the trust agreement.",{"name":70,"@type":61,"acceptedAnswer":71},"Who should a beneficiary contact to exercise their withdrawal right?",{"text":72,"@type":64},"The beneficiary should contact the Trustee, whose name and contact information are provided in the notice, before the specified date that the withdrawal right lapses.","https://schema.org",{"og:url":32,"og:type":75,"og:title":10,"og:site_name":45,"og:description":12},"article",{"robots":77,"canonical":32},"index,follow",{"doc_id":79,"site_id":7},285764,1790233695,{"code":4,"msg":82,"data":83},"success",[84,89,94,99,104,109,114,118,123],{"id":85,"doc_module":22,"doc_module_name":25,"category_name":86,"show_sort_weight":87,"slug":88},11,"Presentations",90,"presentations",{"id":90,"doc_module":22,"doc_module_name":25,"category_name":91,"show_sort_weight":92,"slug":93},12,"Resumes",80,"resumes",{"id":95,"doc_module":22,"doc_module_name":25,"category_name":96,"show_sort_weight":97,"slug":98},14,"Invoices",70,"invoices",{"id":100,"doc_module":22,"doc_module_name":25,"category_name":101,"show_sort_weight":102,"slug":103},15,"Posters",60,"posters",{"id":105,"doc_module":22,"doc_module_name":25,"category_name":106,"show_sort_weight":107,"slug":108},16,"Social Media",50,"social-media",{"id":110,"doc_module":22,"doc_module_name":25,"category_name":111,"show_sort_weight":112,"slug":113},17,"Forms",40,"forms",{"id":115,"doc_module":22,"doc_module_name":25,"category_name":29,"show_sort_weight":116,"slug":117},18,30,"letters",{"id":119,"doc_module":22,"doc_module_name":25,"category_name":120,"show_sort_weight":121,"slug":122},21,"Paper Templates",5,"papers-templates",{"id":124,"doc_module":22,"doc_module_name":25,"category_name":125,"show_sort_weight":4,"slug":126},158,"General","general-158",{"code":4,"msg":82,"data":128},{"doc_id":79,"user_id":129,"nickname":42,"user_avatar":130,"doc_module":22,"category_id":115,"category_name":29,"doc_title":10,"doc_description":12,"doc_content":131,"file_id":132,"file_url":133,"file_type":134,"file_size":135,"view_count":55,"is_deleted":4,"is_public":22,"is_downloadable":22,"audit_status":22,"page_count":22,"language":136,"language_code":8,"site_id":7,"html_lang":8,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":12,"update_tm":140,"read_time":4},1099525198933,"https://ap-avatar.wpscdn.com/davatar_155a257f0dc6eb9ab79c44ca47cae57d","Sample Crummey Notice  \nDate of Notice  \nTrust Name, Trust Date  \nTo: Beneficiary’s Full Name and Address  \nRe: Notice of right to withdraw funds  \nDear Beneficiary,  \nThis letter is to notify you that on date, a gift in the amount of amount was made to the Trust Name of which you are a beneficiary.  \nUnder the terms of the trust, you have the right to withdraw a portion or all of this gift. Your withdrawal right will lapse after the time period contained in the trust, i.e., 30 days from the date of this notice. If you do not exercise your withdrawal right within this period, the gift will remain intrust and will be managed and distributed in accordance with the trust’s terms.  \nTo exercise your right to withdraw, please contact Trustee’s name at contact information no later than the exact date the gift lapses.  \nThis notice is provided as a requirement under the trust agreement and tax regulations. It is not intended to encourage or discourage you from withdrawing the funds. If you have questions or need further clarification, please consult your personal attorney or advisor.  \nSincerely,  \nTrustee, Full Name, Address, Phone Number and Email Address  \nBeneficiary’s Signature Acknowledgement  \nImportant Disclosures  \nDate  \nWWW . N EW E DG EWEALTH . COM  \nSAMPLE CRUM MEY NOTICE WWW. NEW EDGEWEALTH . COM","cbCair2c9EIqdH9N","https://ap.wps.com/l/cbCair2c9EIqdH9N","pdf",59382,"English","# Notice of Right to Withdraw Funds\n## Terms and Conditions\n## Beneficiary Acknowledgment","[{\"question\":\"What is a Crummey Notice?\",\"answer\":\"A Crummey Notice is a formal letter sent to trust beneficiaries to inform them that a contribution has been made to the trust and that they have a limited window of time to withdraw that gift.\"},{\"question\":\"What happens if the beneficiary does not exercise their withdrawal right?\",\"answer\":\"If the beneficiary does not exercise their right within the specified time period, the gift remains in the trust and will be managed and distributed according to the terms of the trust agreement.\"},{\"question\":\"Who should a beneficiary contact to exercise their withdrawal right?\",\"answer\":\"The beneficiary should contact the Trustee, whose name and contact information are provided in the notice, before the specified date that the withdrawal right lapses.\"}]","Sample Crummey Notice | PDF",1789630288]