2019 Form 3520 - Page 1Summary: This is an example of a Current Year Form 3520 (Page 1) showing the placement of the edited characters which will be transcribed. A {T} identifies the position of the edited character. A {T} is placed at the left of the form’s tax year to represent the edited tax period position. Line A. Check appropriate boxes:checkbox - Initial returncheckbox - Final returncheckbox - Amended Return{T}Line B. Check box that applies to person filing return:checkbox Individualcheckbox Partnershipcheckbox Corporationcheckbox Trustcheckbox Executor{T}Line C. Check if any excepted specified foreign financial assets are reported on this formcheckbox{T}Under Check all applicable boxes:{T} checkbox (a) You are a U.S. transferor who, directly or indirectly, transferred money or other property during the current tax year to a foreign trust, (b) You held an outstanding obligation of a related foreign trust (or a person related to the trust) issued during the current tax year, that you reported as a “qualified obligation” (defined in the instructions) during the current tax year, or (c) You are the executor of the estate of a U.S. decedent and (1) the decedent made a transfer to a foreign trust by reason of death, (2) the decedent was treated as the owner of any portion of a foreign trust immediately prior to death, or(3) the decedent’s estate included any portion of the assets of a foreign trust. Complete all applicable identifying information requested below and Part I of the form and see the instructions for Part I. (Another {T} appears at the end of this row, displaying where the Received Date will be edited).{T} checkbox You are a U.S. owner of all or any portion of a foreign trust at any time during the tax year. Complete all applicable identifying information requested below and Part III of the form and see the instructions for Part III.{T} checkbox (a) You are a U.S. person (including a U. S. owner) who, during the current tax year, received a distribution from a foreign trust, or (b) You are a U.S. person who is U.S. owner or beneficiary of a foreign trust 1) made a loan of cash or marketable securities, directly or indirectly, to you or a U.S. person related to you during the current tax year, or 2) provide you or a U.S. person related to you with the uncompensated use of trust property. Complete all applicable identifying information requested below and Part III of the form and see the instructions for Part III.{T} checkbox You are a U.S. person who, during the current tax year, received certain gifts or bequests from a foreign person. Complete all applicable identifying information requested below and Part IV of the form.Line 11a. Name of person(s) with respect to whom this Form 3520 is being filed (see instructions): field contains {T Underline Name Control TC013 - 1st Name Line Change}b. Identification number: field contains {T}c. Number, street, and room or suite number (if a P.O. box, see instructions): field contains {T TC016 -2nd Name Line Change / Address Change}d. Spouse's identification number: field contains {T}e. City or town: field contains {T}f. State or province: field contains {T}g. ZIP or foreign postal code: {T} U.S. ONLYh. Country: field contains {T}i. Check the box if you are married and filing a joint 2020 income tax return, and you are filing a joint Form 3520 with your spouse. {T}j. If an automatic two-month extension applies for the U.S. person’s tax return, check this box and attach statement. (See instructions.)k. If an extension was requested for the tax return, check this box {T} and enter the form number of the tax return to be filed. {T}Line 22a. Name of foreign trust (if applicable): field contains {T}b. Employer identification number (if any): field contains {T}c. Number, street, and room or suite number (if a P.O. box, see instructions): field contains {T}d. Date foreign trust was created {T}e. City or town: field contains {T}f. State or province: field contains {T}g. ZIP or foreign postal code: field contains {T} U.S. ONLYh. Country: field contains {T}Line 33. Did the foreign trust appoint a U.S. agent (defined in the instructions) who can provide the IRS with all relevant trust information?checkbox Yescheckbox NoA {T} appears to the right of the No checkbox.If Yes, complete lines 3a through 3g. If No, and you are required to complete Part I, complete lines 15 through 18.a. Name of U.S. agent: field contains {T}b. TIN (if any): field contains {T}c. Number, street, and room or suite number (if a P.O. box, see instructions): field contains {T}d. City or town: field contains {T}e. State or province: field contains {T}f. ZIP or postal code: field contains {T} U.S. ONLYg. Country: field contains {T}Line 44a. Name of U.S. decedent (see instructions): field contains {T}b. Address: field contains {T}c. TIN of decedent: field contains {T}d. Date of death: field contains {T}e. EIN of estate: field contains {T}f. Check applicable box. checkbox: field contains {T} - U.S. decedent made transfer to a foreign trust by reason of death.checkbox: field contains {T} - U.S. decedent treated as owner of foreign trust immediately prior to death.checkbox: field contains {T} - Assets of foreign trust were included in estate of U.S. decedent.