PatriciaV
Expert Alumni

Get your taxes done using TurboTax

Basically, the affidavit should have your identifying information and the same for the trust. Then state that you have complied with the request provisions of Reg. §301.6109-1(c) in an attempt to obtain the taxpayer identification number. Add a signature as Trustee and the date. Attach a copy of any correspondence you sent to the beneficiary with the affidavit. These documents are included with the trust return.

 

You can find sample affidavits on the internet, some blank, others to fill in. The format isn't as important as the statement that you made the effort and were unsuccessful.

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