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Honey Badger

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Since I am doing a trust and naming both my wife and myself on it. Do I have to to put her name on the form 1 with mine? Or can I just use my name on it.

Also, instead of putting my and her name on the engraving, can I just use our last name followed by trust?

Example:

Instead of:

Jim and lois Jiggles, Oklahoma City, OK

Can I just put:

Jiggles Trust, Oklahoma City, OK.
 

338Shooter

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You must engrave the entire name of the trust with nothing but OK abbreviated.

Homer and Marge Simpson Revocable Living Trust
City, ST

That is the reason I'm doing any form 1s as individual from now on.
 

338Shooter

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3b will be the full name of the trust and your mailing address.

7 only one of you have to sign

8 you will print the name and title of the person who signs. "Jim Jingles Grantor and Trustee" if that is your title in the trust.

I don't think you have to fill out anything on the back for a trust/corp, but I still answer the questions on 10 an 11.

You can ignore 12 and 13 on the back they do not apply to trust/corp filings.
 

338Shooter

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It is actually really pretty easy to go individual. The people at the SO are really nice and friendly. I wish I could have chatted with the Sheriff, but he wasn't in this morning and I had to leave my forms.
 

Honey Badger

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I think I am just gonna the individual thing. This trust deal has been an F'n pain the A$$. I had an easier time doing the individual on my last Form 1 and Form 4.
 

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