Form 3520 - Page 3Summary: This is an example of page 3 of Form 3520 with field designators, which are represented in braces.Line 15, appears under Part I - Schedule B - Gratuitous Transfers (continued)The next fields to be transcribed are four columns identified with a lower case letter. Each column has four lines. The first three lines are transcribed. If more than three appear, then a multiple indicator number is entered at the end of the third row. They are:Column (a) Name of Beneficiary: {Field 07-A} {Field 07-J} {Field 07-S}Column (b) Address of Beneficiary: {Field 07-B} {Field 07-C} {Field 07-D} {Field 07-E} {Field 07-F} {07-J} {Field 07-K} {Field 07-L} {Field 07-M} {Field 07-N} {Field 07-O} {07-S} {Field 07-T} {Field 07-U} {Field 07-V} {Field 07-W} {Field 07-X} Column (c) U.S. Beneficiary?: The column is divided in half with the left side being a YES column and the right side being a NO column. {Field 07-G} {Field 07-P} {Field 07-Y}Column (d) TIN, if any: {Field 07-I} {Field 07-H} {Field 07-R} {Field 07-Q} {Field 07-AA} {Field 07-Z} {Field 07-BB}Line 16The next fields to be transcribed are three columns identified with a lower case letter. Each column has four lines. The first line is transcribed. If more than one line appears, then a multiple indicator number is entered at the end of the second row, Field 01-I. They are:Column (a) Name of Trustee: {Field 08-A}Column (b) Address of Trustee: {Field 08-B} {Field 08-C} {Field 08-D} {Field 08-E} {Field 08-F}Column (c) TIN, if any: {Field 08-H} {Field 08-G} {Field 08-I}Line 17The next fields to be transcribed are four columns identified with a lower case letter. Each column has four lines. The first line is transcribed. If more than one line appears, then a multiple indicator number is entered at the end of the second row. They are:Column (a) Name of other persons with trust powers: {Field 08-J}Column (b) Address of persons with trust powers: {Field 08-K} {Field 08-L} {Field 08-M} {Field 08-N} {Field 08-O} Column (c) Description of powers: {Field 08-P}Column (d) TIN, if any: {Field 08-R} {Field 08-Q} {Field 08-S}Line 1818. If you checked No on Line 3, you must attach a copy of all trust documents as shown below. If these documents have been attached to a Form 3520-A filed within the previous 3 years, attach only relevant updates.Line 18a through fSummary of all written and oral agreements and understandings relating to the trust? checkbox Yes checkbox No checkbox Attached Previously {Field 08-T} Year Attached.Trust instrument? checkbox Yes checkbox No checkbox Attached Previously {Field 08-U} Year Attached.Memoranda or letters of wishes? checkbox Yes checkbox No checkbox Attached Previously {Field 08-V} Year Attached.Subsequent variances to original trust documents? checkbox Yes checkbox No checkbox Attached Previously {Field 08-W} Year Attached.Trust financial statements? checkbox Yes checkbox No checkbox Attached Previously {Field 08-X} Year Attached.Organizational chart and other trust documents? checkbox Yes checkbox No checkbox Attached Previously {Field 08-Y} Year Attached.Under: Schedule C - Qualified Obligations Outstanding in the Current Tax Year (see instructions):Line 1919. 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? checkbox Yes checkbox No {Field 11-A}If Yes, complete columns (a) through (f) below for each obligation.The next fields to be transcribed are five columns identified with a lower case letter. Each column has three lines. The first two lines are transcribed, and if more than two entries are present, a multiple indicator number is edited to the right of the second line.Column (a) Date of original obligation: {Field 11-B} {Field 11-G}Column (b) Tax year qualified obligation first reported: {Field 11-C} {Field 11-H}Column (c) Amount of principal payments made during the tax year: {Field 11-D} {Field 11-I}Column (d) Amount of Interest payments made during the tax year: {Field 11-E} {Field 11-J}Column (e) Balance of the outstanding Obligation at the end of the tax yearColumn (f) Does the obligation still meet the criteria for a qualified obligation?: This column is divided into a Yes (on the left) and No (on the right). {Field 11-F} {Field 11-K} The multiple indicator is edited at the end of the last column, third row: {Field 11-L}