
Schedule of Beneficiaries and Distributive Shares (United States)
This form is a worksheet for a schedule of beneficiaries and distributive shares. The form provided here is simply a sample of what the actual form looks like.
SCHEDULE OF BENEFICIARIES
AND DISTRIBUTIVE SHARES
The following are the named beneficiaries of the ____________________ Trust,
as of this _____________ day of ___________________, ___________ (year).
Name of Beneficiary____________________________________
Property Distributed and Quantity and/or Percent ____________________
Name of Beneficiary____________________________________
Property Distributed and Quantity and/or Percent ____________________
Name of Beneficiary____________________________________
Property Distributed and Quantity and/or Percent ____________________