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🔍 Form 1041: Completing the Beneficiary List

This guide shows you how to:

• Complete the beneficiary list
• Create additional sheets when needed

⚠️ Before You Begin

You will need:

• Access to SureFire
• Form 1041 details for your client

Follow the steps below:

Each sheet allows for 17 beneficiaries. Press Shift+F10 to open a new form. Enter 18 in the first No entry of the second copy. 

If have more than 34 & 160 beneficiaries, press Shift+F10 for a new form. Enter 35 in the first No entry on the third copy. Start the fourth copy with 52, the fifth copy with 69, etc.

📞 Still Need Help?

If you are having trouble, contact our support team:

Phone: 1-800-516-9442

Or submit a support ticket