Get Hybrid Trust Order Form - Shelcom

Filling out the HYBRID TRUST ORDER FORM - Shelcom is an essential step in managing your trust efficiently. This guide provides clear, step-by-step instructions to help you complete the form correctly, ensuring you provide all necessary information.

Follow the steps to successfully complete the form.

1. Press the 'Get Form' button to obtain the HYBRID TRUST ORDER FORM and open it for editing.
2. In the 'From' section, fill in your personal details including your name, company, address, phone number, fax number, signature, and email address.
3. Enter the 'Name of Deed' and the 'Date of Deed' in the respective fields.
4. Select the appropriate 'Company Folder' option between 'Shelcom Folder' and 'Manilla Spring Transfer File'.
5. Choose your binding preference by selecting either 'Comb Binding' or 'Heat Seal'.
6. For the 'Trustee' section, enter the details for both individuals or company. If inputting individuals, provide their surname, given names, and address.
7. If you are filling out the company section, input the company name, A.C.N., and registered office address. Indicate if the company has a common seal and whether it will execute the Deed under seal.
8. In the 'Specified Beneficiaries' section, include the names and addresses of beneficiaries, ensuring all requisite details are completed.
9. Complete the 'Unit Holders' section with individual or company details, including the surname, given names, address, A.C.N., occupation (if applicable), director names, number of units to be taken, class of units, and value to be taken.
10. Provide payment details: choose between credit card payment or direct debit. Fill in the necessary information including card details and account numbers.
11. Review all entries for accuracy and completeness before saving your changes, downloading, printing, or sharing the completed form.

Take the first step in managing your trust by filling out your HYBRID TRUST ORDER FORM online today!