Trust Registration And Amendments Form

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J401
REPUBLIC OF SOUTH AFRICA
TRUST REGISTRATION & AMENDMENTS FORM (Inter-Vivos)
Application Form Selections:
Trust Registration
Complete All Sections
Bond of Security Amendments
Complete Sections 1.1, 1.3, 8, 9
Trustee Amendments
Complete Sections 1.1, 1.3, 6, 9
General Trust Amendments
Complete Sections 1.1, 1.2*, 1.3, 3*, 4*, 5*, 9
Auditor Amendments
Complete Sections 1.1, 1.3, 7, 9
Trust Copies
Complete Sections 1.1, 1.3, 9
Other
* A separate application form must be submitted for each amendment type
* If applicable
SECTION 1: SUMMARY DETAILS
1.1 TRUST NAME & FILE NUMBER
Trust Name
Trust File Number *
1.2 TRUST GENERAL DETAILS
Asset Location
Source of Funds
Road Accident Fund (RAF)
Other
Probable Trust Duration
Is Annual Audit Required?
Yes
No
No. of Trustees (Persons)
(to be captured for this application)
No. of Beneficiaries (RAF)
Class
Unknown
No.
No. of Trustees (Organization)
(to be captured for this application)
No. of Mentally Incapacitated/ Minor Beneficiaries (RAF)
Minimum No. of Trustees Allowed
(on the trust)
Maximum No. of Trustees Allowed
(on the trust)
Is this a Court Order Application?
Yes
No
Court Name
Case No.
FOR OFFICE USE ONLY
Received By:
Signature:
Stamp:
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