Get Form A4v4

Filling out the Form A4v4 online can seem daunting, but this guide will help you through each step clearly and effectively. Whether you are a legal professional or someone with little experience, you will find this guide supportive and easy to follow.

Follow the steps to complete the Form A4v4 with ease.

1. Click the ‘Get Form’ button to obtain the form and open it in the online editor.
2. Begin by entering the date of the trust in the designated field. Ensure this reflects the day when the last person signs the form.
3. Complete the section for the 'Donor' by inserting the necessary details, including the name, address, postcode, and date of birth of the donor. If applicable, include details for the second donor.
4. If there are additional trustees, list their names, addresses, postcodes, and dates of birth in the appropriate sections.
5. Specify the beneficiaries by including their names, addresses, postcodes, dates of birth, and the percentage of the trust fund they will receive. Ensure the total percentage equals 100%.
6. Next, provide a name for the trust in the relevant box.
7. Indicate the governing law for the trust, choosing either the law of England and Wales or Scots law as applicable, by signing the respective box.
8. In the 'Trust Fund' section, define the initial property of the trust and any additional property if applicable.
9. Complete the 'Key Provisions' section, ensuring all trustee powers and assignment details necessary for the trust are noted.
10. Finally, sign the document in the 'Signatures' section, having all signatures witnessed by an independent person as required.
11. Once all steps are complete, save changes, download a copy, print, or share the completed form as needed.

Start filling out the Form A4v4 online today to ensure your document is completed accurately and efficiently.