What if the Trustee has sent me a Business Questionnaire and we do not operate a business?

Anytime a trustee receives a profit and loss statement, no matter whether our client is self-employed or owns a rental property, the trustee will automatically send out a Business Questionnaire form.  This form allows the trustee to rule out the possibility that you do have a small business.  Complete the form with the best information that you can.  If the question does not pertain to your situation, just answer the question as that.  With the form, send in any documents directly to the trustee that you do have on the list.  This process will eliminate any other issues later.


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