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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 ____________________

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