Below is a list of the basic information we need.



The Names and Addresses of Trustees.


The Name of the Trust and the Date the Trust was Created.


Besides the Trustees, the Names and Addresses of Individuals who should be copied on CTAC correspondence sent to the Trustees.


Please email this information to info@ctacadmin.com or mail this information to:


Charitable Trust Administration Company
P.O. Box 360619
Cleveland, OH 44136


If you have any questions please call us at 800.562.2045. Thank you!