Asked in Tax Law for California

Q: SS# for K1 for trust distribution.

I need to provide my SS for K1 for trust distribution. I have changed my first name but trust is in old name. Do I need to give my new name to trustee?

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1 Lawyer Answer
Maurice Mandel II
Maurice Mandel II
Answered
  • Newport Beach, CA
  • Licensed in California

A: You need to discuss this with the Trustee if you have a legal change of name. The K1 has to match your legal name that goes with your SSN.

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