Customer is a trustee on her family trust, a legal entity. She requested $25k cash out.
For Part 1, Section A - Family Trust info
Section B - her as the conductor.

Is that correct?
Sorry if that's a stupid question.

No stupid questions in my book - only stupid answers

Yes, that is correct.

Why would a trustee need $25K in cash??? SAR material?

Awesome! Thanks RlCarey.

Well she said she needed to pay taxes & bills. Last time I checked, Uncle Sam doesn't accept cash.

I know so many people that use cash to physically take to their utility companies, funeral homes, and even the tax assessor. I would FREAK carrying that kind of cash on my person!

Update:

RlCarey, this is a family trust using the trustee's SSN. I cannot include the same EIN for the Trust and Individual. FinCen will reject the CTR.

Solution?

Is the trustee also the grantor? If not, the Trust should have an EIN.

When you say "reject", do you mean send a mismatch notice or actually not let you file the CTR? If it is simply a mismatch, you would respond with explanation that it is a grantor trust utilizing grantor's SSN.

Yes, the CTR will reject when i e-file it. Its happened in the past.