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Trump Account Eligibility & Household Assessment Form (FREE)

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📌 About This Free Assessment

The Trump Account Eligibility & Household Assessment Form is a FREE screening tool provided by 3D Tax Services LLC to help parents, guardians, and authorized individuals determine whether their children qualify for the new Trump Account program.

This form allows you to submit your household details securely so we can evaluate:

  • Child eligibility
  • Pilot program qualification (2025–2028 births)
  • SSN verification
  • Number of children
  • Household status
  • Required documentation
  • Next steps

No payment is required until your household has been fully assessed.

👶 What Are Trump Accounts?

Trump Accounts are a new type of long‑term investment account for children under 18 with valid Social Security numbers.

Some children born between January 1, 2025 and December 31, 2028 may qualify for a $1,000 federal pilot contribution.

This assessment helps you understand whether your child qualifies and what steps are needed to open the account correctly.

📝 What This Free Form Includes

  • Household eligibility review
  • Child qualification check
  • SSN validation
  • Pilot program screening
  • Multi‑child assessment
  • Clear explanation of next steps
  • No cost. No obligation.
  • 24–48 hour review time

💼 After Your Assessment

Once your form is reviewed, you will receive a personalized quote based on:

  • Number of children
  • Eligibility status
  • Pilot program qualification
  • Optional add‑on services
  • Required documentation

No work is performed until you approve your fee.

This ensures transparency, accuracy, and fairness for every household.

🏢 Provided By:

3D Tax Services LLC

Professional Tax Preparation • Compliance • Family Financial Services

📥 Download & Submit

Click Download to access your FREE assessment form.

Submit your completed form and receive your household evaluation within 24–48 hours.

You will get a PDF (85KB) file