Self Directed

Foreign Sole Trustee Details

Please provide the following information necessary to obtain a non-resident alien (No SSN, No ITIN, No

State Driver License, No Legal Permanent Resident Card) to operate as a Sole Trustee, identifying your

express trust as a foreign trust, avoiding to pass the U.S. Court & U.S. Control Test as required in 26 CFR

301.7701-7 – Trusts – domestic and foreign. This will allow us to obtained

your 98 – 6/7 million series Employer Identification Number under the laws of the Tax Equity Fiscal

Responsibility Act (TEFRA), entering the “0” File List per the Internal Revenue Manual 21.7.13. If not,

please obtain this EIN, while your trustee documents are being finalized.