CTAC provides you with the Trust Transmittal Form (below) for this purpose. Simply send CTAC the information requested on the Form and CTAC will take it from there and be in touch with you to complete the move of your Charitable Trust to CTAC.


Trust Transmittal Form



A copy of the signed trust document.


Current Address,Social Security Number(s)and date(s)of birth for all income beneficiaries.


A copy of the most recent Federal and State trust tax returns.


A copy of the most recent annual report for the trust.


Copies of all current year monthly statements for assets held by the trust.


Cost basis and purchase dates of all assets currently held by trust.


Please mail this information to:


Charitable Trust Administration Company
P.O. Box 360619
Cleveland, OH 44136-0011




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