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CFR · 2024-01-01 · US · Title 5

(a) (1) The executed trust instrument and any amendments (other than those provisions which relate to the testamentary disposition of the trust assets), and a list of the assets which were transferred to the trust, categorized as to the value of each asset; (2) The identity of each additional asset (other than cash) transferred to a qualified trust by an interested party during the life of the trust, categorized as to the value of each asset; (3) The report of the dissolution of the trust and a list of the assets of the trust at the time of the dissolution, categorized as to the value of each asset; (4) In the case of a blind trust, the lists provided by the independent trustee of initial assets placed in the trust by an interested party which have been (5) The Certificates of Independence and Compliance. (b) (1) Any document (and the information contained therein) filed under the requirements of § 2634.408(a) and (c); and (2) Any document (and the information contained therein) inspected under the requirements of § 2634.408(d)(4) (other than a Certificate of Compliance).

official document · source cfr-2024 · id 5:§ 2634.413