Page 39 - Nexia SAB&T Trust Guide 2025

Documents Required by Master to Register Inter Vivos Testamentary
the Trust Trust Trust
Original trust deed or notarial certified copy Deceased’s
thereof ✔ Last Will and
Testament
Payment of fee No fees
✔
involved
Application form (J401) ✔ ✔
Completed Acceptance of Trusteeship (J417) for ✔ ✔
each Trustee
Acceptance of Auditor Application (J405) forms ✔ ✔
Beneficiary declaration form (J450) ✔ ✔
Sworn Affidavit signed by Independent Trustee ✔ ✔
Trustee(s) Identification – Certified copies of
ID / Passport /Organisation Proof of Registration ✔ ✔
(CK1)
Trustee(s) Representative Identification –
Certified copies of ID or Passport (Mandatory for ✔ ✔
Organisation Trustee(s))
Beneficiaries Identification – Certified Copies of
ID or Birth Certificates /Passport /Organisation ✔ ✔
(CKI)
Bond of security by the trustees – form J344 ✔ ✔
(if required by the Master)
Statement of case for Master to dispense with ✔ ✔
security (JM21)
Final Certified Court order (if applicable) ✔ ✔

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