Form 3520 - Page 1Summary: This is an example of Form 3520 with field designators, which are represented in brackets.First line is, Calendar Year{Field 01-D}A. Check appropriate boxes:checkbox - Initial returncheckbox - Final returncheckbox - Amended Return{Field 01-G}B. Check box that applies to person filing return:checkbox Individualcheckbox Partnershipcheckbox Corporationcheckbox Trustcheckbox Executor{Field 01-I}C. Check if any excepted specified foreign financial assets are reported on this formCheckbox only{Field 01-J}Under check all applicable boxes:{Field 01-K} checkbox You are (a) a U.S. transferor who, directly or indirectly, transferred money or other property during the current tax year to a foreign trust; (b) a U.S. person who (1) during the current tax year, transferred property (including cash) to a related foreign trust (or a person related to the trust) in exchange for an obligation, or (2) holds a qualified obligation from the trust that is currently outstanding; or (c) 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 1 of the form. {Field 01-L} 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 II of the form and see the instructions for Part II.{Field 01-M} checkbox You are (a) a U.S. person (including a U.S. owner) or an executor of the estate of a U.S. person who, during the current tax year, received, directly or indirectly, a distribution from a foreign trust; (b) a U.S. person who is a U.S. owner or beneficiary of a foreign trust and in the current tax year, you or a U.S. person related to you received (1) a loan of cash or marketable securities, directly or indirectly, from such foreign trust, or (2) the uncompensated use of trust property; or (c) a U.S. person who is a U.S. owner or beneficiary of a foreign trust and in the current tax year such foreign trust holds an outstanding qualified obligation of yours or a U.S. person related to you. Complete all applicable identifying information requested below and Part III of the form.{Field 01-N} 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 1Name of U.S. person(s) with respect to whom this Form 3520 is being filed (see instructions): field contains {Field 01-A} {Field 01-S}Taxpayer identification number (TIN): field contains {Field 01-C} {Field 01-B}Number, street, and room or suite no. If a P.O. box, see instructions.: field contains {Field 01-T} {Field 01-U}Spouse’s TIN: field contains {Field 01-R} {Field 01-Q}City or town: field contains {Field 01-V}State or province: field contains {Field 01-W}ZIP or foreign postal code: {Field 01-X}Country: field contains {Field 01-Y}If you are filing with your spouse a current-year joint income tax return and a joint Form 3520, check this box.If an automatic 2-month extension applies for the U.S. person’s tax return, check this box and attach statement. See instructions: field contains {Field 01-O}If an extension was requested for the tax return, check this box Checkbox and enter the form number of the tax return to be filed: field contains {Field 01-P}Line 2Name of foreign trust (if applicable): field contains {Field 02-A}Employer identification number (EIN), if any: field contains {Field 02-C} {Field 02-B}Number, street, and room or suite no. If a P.O. box, see instructions.: field contains {Field 02-D}Date foreign trust was created {Field 02-E}City or town: field contains {Field 02-F}State or province: field contains {Field 02-G}ZIP or foreign postal code: field contains {Field 02-H}Country: field contains {Field 02-I}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 Yes, No {Field 02-J}If Yes complete lines 3a through 3g. If No, and you are required to complete Part 1, complete lines 15 through 18.Name of U.S. Agent: field contains {Field 02-K}TIN, if any: field contains {Field 02-M} {Field 02-L}Number, street, and room or suite no. If a P.O. box, see instructions: field contains {Field 02-N}City or town: field contains {Field 02-O}State or province: field contains {Field 02-P}ZIP or postal code: field contains {Field 02-Q}Country: field contains {Field 02-R}Line 4Name of U.S. decedent (see instructions): field contains {Field 02-S}Address: field contains {Field 02-T} {Field 02-U} {Field 02-V} {Field 02-W} {Field 02-X}TIN of decedent: field contains {Field 02-Z} {Field 02-Y}Date of death: field contains {Field 02-AA}EIN of estate: field contains {Field 02-BB}f. Check applicable box: {Field 02-CC}first checkbox reads: U.S. decedent made transfer to a foreign trust by reason of deathsecond checkbox reads: U.S. decedent treated as owner of foreign trust immediately prior to death.third checkbox reads: Assets of foreign trust were included in estate of U.S. decedent.