Get Trust Administration Questionnaire - Bedellgroupcom

Filling out the Trust Administration Questionnaire is a critical step in establishing or managing a trust. This guide will lead you through each section of the form, ensuring you provide the necessary information accurately and efficiently.

Follow the steps to complete the questionnaire successfully.

1. Click the ‘Get Form’ button to access the Trust Administration Questionnaire and open it in your preferred editor.
2. Begin with the proposed name for the trust or the existing trust name. This will help identify the trust as you continue filling out the form.
3. Provide the full name of the settlor or person requesting the trust creation. If there are multiple settlors, attach a completed Private Client Details form for each individual.
4. Indicate whether you were introduced to Bedell Trust by another person or intermediary, and if 'Yes', provide their name and firm.
5. Check if there is a person authorized to give instructions on your behalf. If 'Yes', include their name(s) and attach an Individual Details form for each person.
6. List two potential referees by completing and attaching a Reference Authorisation form for each referee.
7. Explain your objectives for settling this trust. Include the reason for choosing the specific jurisdiction and how it fits into the wider structure.
8. Answer whether your relationship with Bedell Trust is involved in any registered tax avoidance scheme under the DOTAS rules. If 'Yes', provide the required details.
9. Confirm whether you have obtained appropriate professional taxation advice related to the trust establishment. Provide your tax adviser's details.
10. Select the type of trust required (e.g., discretionary trust, charitable trust, etc.) and decide whether it should be a settlement or declaration of trust.
11. Determine the nature of the trust, specifying if it is revocable or irrevocable. Describe life interest trust requirements if applicable.
12. Complete details regarding the trustee(s), indicating whether Bedell will provide a sole trustee or multiple trustees.
13. Provide details about the beneficiaries, ensuring to attach an Individual Details form for each named individual.
14. Address other relevant sections such as the powers of a protector, expectations regarding trustee operations, and any asset-related information.
15. Review all provided information for accuracy. At this stage, save your changes, download, print, or share the form as necessary.

Complete your Trust Administration Questionnaire online to ensure proper administration of your trust.