Common Trust Fund of a Bank

Report a common trust fund of a bank and income from the common trust fund in Part 6.





Income Type

Income Amount


First District Bank, Long-Term Bond Common Trust Fund


$15,001 - $50,000


$201 - $1,000

For You, Your Spouse, and Your Dependent Children

Part 6

Report a common trust fund if the value of the common trust fund was more than $1,000 at the end of the reporting period or if more than $200 in income was received during the reporting period.

Normally, a common trust fund of a commercial bank that is open to the public will qualify as an excepted investment fund (EIF).  In that case, report this item as follows:

DescriptionProvide the name of the bank and the common trust fund.

EIF:  Select “Yes.”

ValueReport the value of the common trust fund by selecting the appropriate category.

Income TypeDo not complete this field for EIFs.

Income Amount:  Select the category that corresponds to the total amount of income received during the reporting period.