Get J262e

Filling out the J262e form is a crucial step in applying for an executor bond. This guide will walk you through each section of the form, ensuring you provide all necessary information accurately and efficiently.

Follow the steps to complete the J262e form with ease.

1. Click the ‘Get Form’ button to obtain the form and open it in the editor.
2. In the 'Applicant' section, fill in your surname, full names, identity number, practitioner number, and fidelity fund certificate number. Make sure the information is accurate to avoid delays.
3. Provide your residential address, including the postal code, and your cell number, work telephone number, and work email address. This ensures that you can be easily contacted regarding your application.
4. Indicate whether you are a practising attorney by selecting 'Yes' or 'No'. If you are a practising attorney, please specify when you were admitted as one.
5. Answer the questions regarding any previous appointments as an executor, curator, liquidator, or trustee. If applicable, provide details of any previous appointments over the past three years.
6. Describe your experience in this field, noting the number of years and months of experience as an executor. If you have less than two years, be prepared to attach proof of experience, education, or mentorship.
7. Complete questions about any claims made against you or your firm, interests in the estate, and any previous applications for executor bonds. Provide details as necessary.
8. Then, move to the 'Firm' section and enter relevant information about your firm, such as name, firm number, and physical address.
9. In the 'Deceased' section, fill in the details of the deceased, including their surname, full names, identity number, date of birth, and date of death. Remember, a copy of the death certificate must be attached.
10. Finally, review all the sections to ensure that all required information has been filled out correctly. After ensuring accuracy, you can save your changes, download, print, or share the completed form.

Start completing your J262e form online today!