If the IRS has already received your form(s), you can send us a corrected version to file on your behalf. (Send it directly to the IRS is you have not used us as the trustee for the form you’re correcting.)

Complete the form using black ink only so your form can be scanned by the IRS.

Important: You must autograph your beneficiary name on the back edge of copy A. Do not remove the perforated edge on the left.  Lift copy A using the right-hand edge to autograph the back of copy A.  DO NOT autograph copy B or C. See the example below

Scan/photograph your completed form front and back for your records.