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Specifies that a completed checklist and listed trust documents must be returned to Renaissance with an address, and provides contact details for the Senior Trust Coordinator. Details required executed trust documentation, contribution and asset evidence, institution account information, and additional items for EIN requests and applicable annuity or deferred income scenarios, including key labeling and address requirements for asset accounts.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":36,"@type":70,"position":76},"https://docshare.wps.com/template/forms/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/stocks-mutual-funds-trust-transmittal-checklist/302086/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/stocks-mutual-funds-trust-transmittal-checklist/302086.png","ImageObject",442,249,{"name":88,"@type":89},"Dozel","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-09-23","2026-09-19",true,{"@type":98,"interactionType":99,"userInteractionCount":79},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What must be submitted in order to process the trust’s first distribution?","Question",{"text":108,"@type":109},"A completed checklist with the listed trust documents must be returned to Renaissance in the specified order.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"Who is responsible for filing gift tax Form 8283?",{"text":113,"@type":109},"The donor(s) are responsible for filing gift tax Form 8283.",{"name":115,"@type":106,"acceptedAnswer":116},"What asset-related evidence is required to verify the contribution date?",{"text":117,"@type":109},"A copy of a screen printout, statement, or other evidence showing the date the asset was delivered to the trustee, consistent with the stated regulation definition.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},302086,1790159856,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":35,"category_name":36,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":79,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":9,"language":135,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":61,"update_tm":139,"read_time":4},962085662650,"https://ap-avatar.wpscdn.com/davatar_29158cc5080c5b710cf443261637dec0","Trust Transmittal Checklist   \nStocks & Mutual Funds  \nNOTE: THE FOLLOWING ITEMS MUST BE RECEIVED IN ORDER TO PROCESS THE TRUST’S FIRST DISTRIBUTION.  \nReturn this completed checklist with the listed documents to Renaissance, 6100 W. 96th St., Suite 100, Indianapolis, IN 46278. For further assistance, contact the Senior Trust Coordinator at 800-479-5142, ext. 5497.  \nNOTE: The donor(s) is responsible for filing gift tax Form 8283.  \nTrust Documentation  \n􀂆 Executed trust document with COMPLETED and signed Schedule A  \n􀂆 Executed Administration Agreement with all dates and signatures completed  \n􀂆 Executed Contribution Agreement (if applicable)  \n􀂆 Limited Power of Attorney--signed and notarized  \n􀂆 Copy of Form SS-4 if you have applied for the Employer Identification Number (EIN) for the trust or Form 2848 and Form SS-4 signed by trustee(s) for Renaissance to apply for EIN  \n􀂆 Completed Renaissance Service Evaluation Questionnaire  \nAsset Information  \n􀂆 Renaissance's Contribution Information Form signed by the donor(s) complete with asset name, date of purchase and original cost basis  \n􀂆 Copy of a screen printout, statement or other evidence of the date the asset was delivered to the trustee to verify the contribution date (the date the asset was unconditionally delivered to the Trustee* within the meaning of Reg. §1 . 170A-1(b)) (This date should be noted in the designated area of the Contribution Information Form)  \n􀂆 Names and addresses of all institutions holding trust assets (Photocopies of new account applications are preferred)  \n􀂆 Account(s) from which Renaissance should make its requests for the trust distribution and administration fees (This information should include the account number, address, contact person, phone and fax number)  \n􀂆 Copy of annuity application and check payable to the insurance carrier (if applicable)  \n􀂆 IST-deferred letter for net income trusts attempting to defer income (if applicable)  \nNOTE: All asset accounts MUST reflect Renaissance as the registered address of record. Renaissance must receive all trust  \naccount statements produced from trust inception. A sample follows:  \nTrustee (or IST)  \nJohn & Mary Doe CRT U/A 01/01/07  \nc/o Renaissance  \n6100 W. 96th-St., Suite 100  \nIndianapolis, IN 46278  \nNOTE: With Net Income Trusts, please remember to exclude any distributable income due to the Income Beneficiaries from the purchase payment of an annuity, when the document requires that income to be paid out to the Income Beneficiaries.  \n*Or Independent Special Trustee if required by the trust document  \n6100 W. 96th St. , Suite 100 Page 1 of 1 ©1999-2007 Renaissance Inc.  \nIndianapolis, IN 46278 ADM-CHKSTOC-9/07  \nPhone (800) 843-0050 Fax (877) 222-1829","cbCaisBv5ZHqpHV0","https://ap.wps.com/l/cbCaisBv5ZHqpHV0","pdf",27926,"English","# Trust Documentation\n# Asset Information","[{\"question\":\"What must be submitted in order to process the trust’s first distribution?\",\"answer\":\"A completed checklist with the listed trust documents must be returned to Renaissance in the specified order.\"},{\"question\":\"Who is responsible for filing gift tax Form 8283?\",\"answer\":\"The donor(s) are responsible for filing gift tax Form 8283.\"},{\"question\":\"What asset-related evidence is required to verify the contribution date?\",\"answer\":\"A copy of a screen printout, statement, or other evidence showing the date the asset was delivered to the trustee, consistent with the stated regulation definition.\"}]","Stocks & Mutual Funds - Trust Transmittal Checklist | PDF",1789788869]