Form 3520 - Annual Return To Report Transactions With Foreign Trusts And Receipt Of Certain Foreign Gifts - 2017 Page 3

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3
Form 3520 (2017)
Page
Part I
Schedule B—Gratuitous Transfers (Continued)
Note: Complete lines 15 through 18 only if you answered “No” to line 3, acknowledging that the foreign trust did not appoint a U.S. agent to
provide the IRS with all relevant trust information.
15
(c)
(a)
(b)
(d)
U.S. beneficiary?
Name of beneficiary
Address of beneficiary
Identification number, if any
Yes
No
16
(a)
(b)
(c)
Name of trustee
Address of trustee
Identification number, if any
(a)
(c)
17
(b)
(d)
Name of other persons
Description of
Address of other persons with trust powers
Identification number, if any
with trust powers
powers
18
If you checked “No” on line 3 (or did not complete lines 3a through 3g), you are required to attach a copy of all trust documents as indicated
below. If these documents have been attached to a Form 3520-A or Form 3520 filed within the previous 3 years, attach only relevant updates.
Attached
Year
Yes
No
Previously
Attached
Are you attaching a copy of:
a
Summary of all written and oral agreements and understandings relating to the trust? .
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b
The trust instrument? .
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c
Memoranda or letters of wishes?
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d
Subsequent variances to original trust documents? .
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e
Trust financial statements? .
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f
Other trust documents? .
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Schedule C—Qualified Obligations Outstanding in the Current Tax Year (see instructions)
19
Did you, at any time during the tax year, hold an outstanding obligation of a related foreign trust (or a person related to
the trust) that you reported as a “qualified obligation” in the current tax year?
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Yes
No
If “Yes,” complete columns (a) through (e) below.
(e)
Does the obligation
(c)
(d)
(a)
(b)
still meet the
Amount of principal
Amount of interest
Date of original
Tax year qualified
criteria for a
payments made during
payments made during
obligation
obligation first reported
qualified obligation?
the tax year
the tax year
Yes
No
3520
Form
(2017)

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