Get T3app

Filling out the T3app, Application for Trust Account Number, can seem daunting. This guide provides step-by-step instructions to help you complete the form accurately and efficiently, ensuring a smooth submission process.

Follow the steps to complete your T3app form.

1. Press the ‘Get Form’ button to obtain the form and open it for editing.
2. Begin by entering the name of the trust and the name of the trustee. Provide their phone number and full mailing address, including city, province or territory, and postal code. If you wish to use the provided address for the trust, select 'Yes.' If not, indicate the alternative mailing address in the representative contact information section.
3. Select your preferred language of correspondence by checking the appropriate box for English or French.
4. Indicate if the trust is deemed to be a resident in Canada, and if applicable, specify any other country where it is also considered a resident.
5. Provide the name and phone number of the authorized representative, if applicable, and complete their mailing address only if CRA correspondence should be sent to them.
6. For the trust creation date section, indicate whether the trust was created upon someone's death. If yes, fill out the necessary date information and the social insurance number of the deceased. If no, complete the section for inter vivos trust, including the date the trust was created.
7. Ensure to attach the signed copy of the trust document or last will and testament, as this is necessary for processing your application.
8. All trustees or corporate officers must print their names, sign, and date the form. Ensure every joint trustee named in the trust agreement has signed the T3app.
9. Once all sections are filled correctly, save changes, download the completed form, and if required, print or share it as necessary.

Complete and submit your T3app online today for a hassle-free experience.