Credit Suisse Declaration For Trusts Form Page 5
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8Notes on Completing Form T
It is not permitted to make alterations or corrections to Form T.
A copy of a valid identification document (such as a passport or proof of identity) must be enclosed with Form T for all
natural persons listed below. A simple copy will suffice (i.e. the copy does not have to be authenticated).
If Form T is valid for
the entire
relationship, the
client number (CIF)
must be inserted
here.
However, if Form T is
only valid for certain
accounts /
Enter the
safekeeping
contracting
accounts, the
partner.
relevant account /
safekeeping account
numbers must be
inserted here.
Enter the name of
the trust.
Check to indicate
whether the trust is
discretionary or non-
discretionary and
whether it is
revocable or
irrevocable.
If the settlor has
died, the name, first
Only a natural
name, date of birth,
person or an
date of death, and
operating legal
nationality of this
entity can be
person must be
noted as the
noted. It is not
settlor.
necessary to include
a copy of an
identification
document.
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