|
Family Trust
Questionnaire
|
| NAME OF TRUST: |
|
| DONOR: |
|
| Full
Names |
|
| ID |
|
| Address
(Residential)
|
|
| Address
(Postal) |
|
| Contact Telephone
number |
|
| Place of Signature (City) |
|
| TRUSTEES: |
|
| First
Trustee: |
|
| Full Names |
|
| ID |
|
| Address (Residential) |
|
|
|
| Address (Postal)
|
|
|
|
| Contact Telephone number |
|
Qualifications/experience
(Number of years) |
|
| Second
Trustee |
|
| Full Names |
|
| ID |
|
| Address (Residential) |
|
| Address (Postal)
|
|
| Contact Telephone number |
|
Qualifications/experience
(Number of years)
|
|
| Third
Trustee |
|
| Full Names |
|
| ID |
|
| Address (Residential) |
|
| Address (Postal)
|
|
| Contact Telephone number |
|
Qualifications/experience
(Number of years)
|
|
| BENEFICIARIES |
|
| Name of Trust |
|
IT number
(Attach copy of letters of authority) |
|
| Relationship with each trustee |
|
| Full Names |
|
| ID |
|
| Relationship with each trustee
|
|
|
(e.g. brother of 1st Trustee, son of 2nd Trustee, etc.)
|
| FOR ADDITIONAL BENEFICIARIES,
PLEASE USE BLANK PAGE |
| BANKING ACCOUNT IN THE NAME OF
THE TRUST |
| Bank |
|
| Branch
|
|
