Register a trust supporting documents

Here are the supporting documents for trusts for registration and change of registered particulars purposes:

Inter Vivos

Tax Practitioner

Registered Representative i.e. main trustee

Once off mandate

1 Copy of the Letter of Authority to the trustee(s).

2 Copy of the Trust Deed.

3 Copy of one of the following documents of the Trustee who will act as the Main Trustee and be registered as the Representative taxpayer at SARS (also known as the Registered Representative):

3.1 SA Valid Identity Document, or

3.2 SA Valid Driving Licence, or

3.3 SA Temporary Identity Document.

4 Trust resolution stipulating / confirming the appointment of the “Representative Taxpayer (e.g. Main Trustee)” of the Trust.

5 Power of Attorney or Letter of Appointment indicating that the Tax Practitioner is mandated by the Trust to do the Registration application.

6 Copy of the Identity Document of the Tax Practitioner.

7 Proof of a business address of a Trust.

8 Proof of residential address of the Representative Taxpayer.

9 Proof of residential address of the Tax Practitioner.

10 IT77TR – Application for registration of a trust form.

 

1 Copy of the Letter of Authority to the trustee(s).

2 Copy of the Trust Deed.

3 Copy of one of the following documents of the Trustee who will act as the Main Trustee and be registered as the Representative taxpayer at SARS (also known as the Registered Representative):

3.1 SA Valid Identity Document, or

3.2 SA Valid Driving Licence, or

3.3 SA Temporary Identity Document.

4 Trust resolution stipulating / confirming the appointment of the “Representative Taxpayer (e.g. Main Trustee)” of the Trust.

5 Proof of a business address of a Trust.

6 Proof of residential address of the Representative Taxpayer.

7 IT77TR – Application for registration of a trust form.

 

1 Copy of the Letter of Authority to the trustee(s).

2 Copy of the Trust Deed.

3 Copy of one of the following documents of the Trustee who will act as the Main Trustee and be registered as the Representative taxpayer at SARS (also known as the Registered Representative):

3.1 SA Valid Identity Document, or

3.2 SA Valid Driving Licence, or

3.3 SA Temporary Identity Document.

4 Trust resolution stipulating / confirming the appointment of the “Representative Taxpayer (e.g. Main Trustee)” of the Trust.

5 Power of Attorney or Letter of Appointment indicating that you received the once-off mandate by the Trust to do the Registration application.

6 Copy of the Identity Document of the person who received the once-off mandate by the Trust to do the Registration application.

7 Proof of a business address of a Trust.

8 Proof of residential address of the Representative Taxpayer.

9 Proof of residential address of the person who received the once-off mandate by the Trust to do the Registration application.

10 IT77TR – Application for registration of a trust form.

Testamentary Trust

Tax Practitioner

Registered Representative i.e. main trustee

Once off mandate

1 Copy of the Letter of Authority to the trustee(s).

2 Copy of a Final Will / Testament.

3 Copy of one of the following documents of the Trustee who will act as the Main Trustee and be registered as the Representative taxpayer at SARS (also known as the Registered Representative): 3.1 SA Valid Identity Document, or

3.2 SA Valid Driving Licence, or

3.3 SA Temporary Identity Document.

4 Trust resolution stipulating / confirming the appointment of the “Representative Taxpayer (e.g. Main Trustee)” of the Trust.

5 Power of Attorney or Letter of Appointment indicating that the Tax Practitioner is mandated by the Trust to do the Registration application.

6 Copy of the Identity Document of the Tax Practitioner.

7 Proof of a business address of a Trust.

8 Proof of residential address of the Representative Taxpayer.

9 Proof of residential address of the Tax Practitioner.

10 IT77TR – Application for registration of a trust form.

 

1 Copy of the Letter of Authority to the trustee(s).

2 Copy of a Final Will / Testament.

3 Copy of one of the following documents of the Trustee who will act as the Main Trustee and be registered as the Representative taxpayer at SARS (also known as the Registered Representative): 3.1 SA Valid Identity Document, or

3.2 SA Valid Driving Licence, or

3.3 SA Temporary Identity Document.

4 Trust resolution stipulating / confirming the appointment of the “Representative Taxpayer (e.g. Main Trustee)” of the Trust.

5 Proof of a business address of a Trust.

6 Proof of residential address of the Representative Taxpayer.

7 IT77TR – Application for registration of a trust form.

 

1 Copy of the Letter of Authority to the trustee(s).

2 Copy of a Final Will / Testament.

3 Copy of one of the following documents of the Trustee who will act as the Main Trustee and be registered as the Representative taxpayer at SARS (also known as the Registered Representative):

3.1 SA Valid Identity Document, or

3.2 SA Valid Driving Licence, or

3.3 SA Temporary Identity Document.

4 Trust resolution stipulating / confirming the appointment of the “Representative Taxpayer (e.g. Main Trustee)” of the Trust.

5 Power of Attorney or Letter of Appointment indicating that you received the once-off mandate by the Trust to do the Registration application.

6 Copy of the Identity Document of the person who received the once-off mandate by the Trust to do the Registration application.

7 Proof of a business address of a Trust.

8 Proof of residential address of the Representative Taxpayer.

9 Proof of residential address of the person who received the once-off mandate by the Trust to do the Registration application.

IT77TR – Application for registration of a trust form.

Foreign Trust (non-resident trust)

Tax Practitioner

Registered Representative i.e. main trustee

Once off mandate

1 Copy of the Trust Instrument.

2 Copy of one of the following documents of the Trustee who will act as the Main Trustee and be registered as the Representative taxpayer at SARS (also known as the Registered Representative):

2.1 SA Valid Identity Document, or

2.2 SA Valid Driving Licence, or

2.3 SA Temporary Identity Document.

3 Trust resolution stipulating / confirming the appointment of the “Representative Taxpayer (e.g. Main Trustee)” of the Trust.

4 Power of Attorney or Letter of Appointment indicating that the Tax Practitioner is mandated by the Trust to do the Registration application.

5 Copy of the Identity Document of the Tax Practitioner.

6 Proof of a business address of a Trust.

7 Proof of residential address of the Representative Taxpayer.

8 Proof of residential address of the Tax Practitioner.

9 IT77TR – Application for registration of a trust form.

1 Copy of the Trust Instrument.

2 Copy of one of the following documents of the Trustee who will act as the Main Trustee and be registered as the Representative taxpayer at SARS (also known as the Registered Representative): 2.1 SA Valid Identity Document, or

2.2 SA Valid Driving Licence, or

2.3 SA Temporary Identity Document.

3 Trust resolution stipulating / confirming the appointment of the “Representative Taxpayer (e.g. Main Trustee)” of the Trust.

4 Proof of a business address of a Trust.

5 Proof of residential address of the Representative Taxpayer.

6 IT77TR – Application for registration of a trust form.

 

 

 

1 Copy of the Trust Instrument.

2 Copy of one of the following documents of the Trustee who will act as the Main Trustee and be registered as the Representative taxpayer at SARS (also known as the Registered Representative):

2.1 SA Valid Identity Document, or

2.2 SA Valid Driving Licence, or

2.3 SA Temporary Identity Document.

3 Trust resolution stipulating/ confirming the appointment of the “Representative Taxpayer (e.g. Main Trustee)” of the Trust.

4 Power of Attorney or Letter of Appointment indicating that you received the once-off mandate by the Trust to do the Registration application.

5 Copy of the Identity Document of the person who received the once-off mandate by the Trust to do the Registration application.

6 Proof of a business address of a Trust.

7 Proof of residential address of the Representative Taxpayer.

8 Proof of residential address of the person who received the once-off mandate by the Trust to do the Registration application.

9 IT77TR – Application for registration of a trust form.

Collective Investment Schemes in securities

Tax Practitioner

Registered Representative i.e. main trustee

Once off mandate

1 Registration Certificate.

2 Copy of one of the following documents of the Trustee who will act as the Main Trustee and be registered as the Representative taxpayer at SARS (also known as the Registered Representative): 2.1 SA Valid Identity Document, or

2.2 SA Valid Driving Licence, or

2.3 SA Temporary Identity Document.

3 Trust resolution stipulating / confirming the appointment of the “Representative Taxpayer (e.g. Main Trustee)” of the Trust.

4 Power of Attorney or Letter of Appointment indicating that the Tax Practitioner is mandated by the Trust to do the Registration application.

5 Copy of the Identity Document of the Tax Practitioner.

6 Proof of a business address of a Trust.

7 Proof of residential address of the Representative Taxpayer.

8 Proof of residential address of the Tax Practitioner.

9 IT77TR – Application for registration of a trust form.

1 Registration Certificate.

2 Copy of one of the following documents of the Trustee who will act as the Main Trustee and be registered as the Representative taxpayer at SARS (also known as the Registered Representative):

2.1 SA Valid Identity Document, or

2.2 SA Valid Driving Licence, or

2.3 SA Temporary Identity Document.

3 Trust resolution stipulating / confirming the appointment of the “Representative Taxpayer (e.g. Main Trustee)” of the Trust.

4 Proof of a business address of a Trust.

5 Proof of residential address of the Representative Taxpayer.

6 IT77TR – Application for registration of a trust form.

 

1 Registration Certificate.

2 Copy of one of the following documents of the Trustee who will act as the Main Trustee and be registered as the Representative taxpayer at SARS (also known as the Registered Representative):

2.1 SA Valid Identity Document, or

2.2 SA Valid Driving Licence, or

2.3 SA Temporary Identity Document.

3 Trust resolution stipulating/ confirming the appointment of the “Representative Taxpayer (e.g. Main Trustee)” of the Trust.

4 Power of Attorney or Letter of Appointment indicating that you received the once-off mandate by the Trust to do the Registration application.

5 Copy of the Identity Document of the person who received the once-off mandate by the Trust to do the Registration application.

6 Proof of a business address of a Trust.

7 Proof of residential address of the Representative Taxpayer.

8 Proof of residential address of the person who received the once-off mandate by the Trust to do the Registration application.

9 IT77TR – Application for registration of a trust form.

Special Trust Type A (Inter vivos)

Tax Practitioner

Registered Representative i.e. main trustee

Once off mandate

1 Copy of the Letter of Authority to the trustee(s).

2 Copy of the Trust Deed.

3 Copy of one of the following documents of the Trustee who will act as the Main Trustee and be registered as the Representative taxpayer at SARS (also known as the Registered Representative):

3.1 SA Valid Identity Document, or

3.2 SA Valid Driving Licence, or

3.3 SA Temporary Identity Document.

4 Trust resolution stipulating/ confirming the appointment of the “Representative Taxpayer (e.g. Main Trustee)” of the Trust.

5 Power of Attorney or Letter of Appointment indicating that the Tax Practitioner is mandated by the Trust to do the Registration application.

6 Copy of the Identity Document of the Tax Practitioner.

7 Proof of a business address of a Trust.

8 Proof of residential address of the Representative Taxpayer.

9 Proof of residential address of the Tax Practitioner.

10 IT77TR – Application for registration of a trust form.

 

1 Copy of the Letter of Authority to the trustee(s).

2 Copy of the Trust Deed.

3 Copy of one of the following documents of the Trustee who will act as the Main Trustee and be registered as the Representative taxpayer at SARS (also known as the Registered Representative):

3.1 SA Valid Identity Document, or

3.2 SA Valid Driving Licence, or

3.3 SA Temporary Identity Document.

4 Trust resolution stipulating/ confirming the appointment of the “Representative Taxpayer (e.g. Main Trustee)” of the Trust.

5 Proof of a business address of a Trust.

6 Proof of residential address of the Representative Taxpayer.

7 IT77TR – Application for registration of a trust form.

 1 Copy of the Letter of Authority to the trustee(s).

2 Copy of the Trust Deed.

3 Copy of one of the following documents of the Trustee who will act as the Main Trustee and be registered as the Representative taxpayer at SARS (also known as the Registered Representative):

3.1 SA Valid Identity Document, or

3.2 SA Valid Driving Licence, or

3.3 SA Temporary Identity Document.

4 Trust resolution stipulating/ confirming the appointment of the “Representative Taxpayer (e.g. Main Trustee)” of the Trust.

5 Power of Attorney or Letter of Appointment indicating that you received the once-off mandate by the Trust to do the Registration application.

6 Copy of the Identity Document of the person who received the once-off mandate by the Trust to do the Registration application.

7 Proof of a business address of a Trust.

8 Proof of residential address of the Representative Taxpayer.

9 Proof of residential address of the person who received the once-off mandate by the Trust to do the Registration application.

10 IT77TR – Application for registration of a trust form.

Special Trust – Type A (Testamentary)

Tax Practitioner

Registered Representative i.e. main trustee

Once off mandate

1 Copy of the Letter of Authority to the trustee(s).

2 Copy of a Final Will / Testament.

3 Copy of one of the following documents of the Trustee who will act as the Main Trustee and be registered as the Representative taxpayer at SARS (also known as the Registered Representative): 3.1 SA Valid Identity Document, or

3.2 SA Valid Driving Licence, or

3.3 SA Temporary Identity Document.

4 Trust resolution stipulating / confirming the appointment of the “Representative Taxpayer (e.g. Main Trustee)” of the Trust.

5 Power of Attorney or Letter of Appointment indicating that the Tax Practitioner is mandated by the Trust to do the Registration application.

6 Copy of the Identity Document of the Tax Practitioner.

7 Proof of a business address of a Trust.

8 Proof of residential address of the Representative Taxpayer.

9 Proof of residential address of the Tax Practitioner.

10 IT77TR – Application for registration of a trust form.

 

1 Copy of the Letter of Authority to the trustee(s).

2 Copy of a Final Will / Testament.

3 Copy of one of the following documents of the Trustee who will act as the Main Trustee and be registered as the Representative taxpayer at SARS (also known as the Registered Representative): 3.1 SA Valid Identity Document, or

3.2 SA Valid Driving Licence, or

3.3 SA Temporary Identity Document.

4 Trust resolution stipulating / confirming the appointment of the “Representative Taxpayer (e.g. Main Trustee)” of the Trust.

5 Proof of a business address of a Trust.

6 Proof of residential address of the Representative Taxpayer.

7 IT77TR – Application for registration of a trust form.

 

1 Copy of the Letter of Authority to the trustee(s).

2 Copy of a Final Will / Testament.

3 Copy of one of the following documents of the Trustee who will act as the Main Trustee and be registered as the Representative taxpayer at SARS (also known as the Registered Representative):

3.1 SA Valid Identity Document, or

3.2 SA Valid Driving Licence, or

3.3 SA Temporary Identity Document.

4 Trust resolution stipulating / confirming the appointment of the “Representative Taxpayer (e.g. Main Trustee)” of the Trust.

5 Power of Attorney or Letter of Appointment indicating that you received the once-off mandate by the Trust to do the Registration application.

6 Copy of the Identity Document of the person who received the once-off mandate by the Trust to do the Registration application.

7 Proof of a business address of a Trust.

8 Proof of residential address of the Representative Taxpayer.

9 Proof of residential address of the person who received the once-off mandate by the Trust to do the Registration application.

10 IT77TR – Application for registration of a trust form.

Special Trust – Type B (Testamentary)

Tax Practitioner

Registered Representative i.e. main trustee

Once off mandate

1 Copy of the Letter of Authority to the trustee(s).

2 Copy of a Final Will / Testament.

3 Copy of one of the following documents of the Trustee who will act as the Main Trustee and be registered as the Representative taxpayer at SARS (also known as the Registered Representative): 3.1 SA Valid Identity Document, or

3.2 SA Valid Driving Licence, or

3.3 SA Temporary Identity Document.

4 Trust resolution stipulating / confirming the appointment of the “Representative Taxpayer (e.g. Main Trustee)” of the Trust.

5 Power of Attorney or Letter of Appointment indicating that the Tax Practitioner is mandated by the Trust to do the Registration application.

6 Copy of the Identity Document of the Tax Practitioner.

7 Proof of a business address of a Trust.

8 Proof of residential address of the Representative Taxpayer.

9 Proof of residential address of the Tax Practitioner.

10 IT77TR – Application for registration of a trust form.

 

 

1 Copy of the Letter of Authority to the trustee(s).

2 Copy of a Final Will / Testament.

3 Copy of one of the following documents of the Trustee who will act as the Main Trustee and be registered as the Representative taxpayer at SARS (also known as the Registered Representative): 3.1 SA Valid Identity Document, or

3.2 SA Valid Driving Licence, or

3.3 SA Temporary Identity Document.

4 Trust resolution stipulating / confirming the appointment of the “Representative Taxpayer (e.g. Main Trustee)” of the Trust.

5 Proof of a business address of a Trust.

6 Proof of residential address of the Representative Taxpayer.

7 IT77TR – Application for registration of a trust form.

 

 

1 Copy of the Letter of Authority to the trustee(s).

2 Copy of a Final Will / Testament.

3 Copy of one of the following documents of the Trustee who will act as the Main Trustee and be registered as the Representative taxpayer at SARS (also known as the Registered Representative):

3.1 SA Valid Identity Document, or

3.2 SA Valid Driving Licence, or

3.3 SA Temporary Identity Document.

4 Trust resolution stipulating / confirming the appointment of the “Representative Taxpayer (e.g. Main Trustee)” of the Trust.

5 Power of Attorney or Letter of Appointment indicating that you received the once-off mandate by the Trust to do the Registration application.

6 Copy of the Identity Document of the person who received the once-off mandate by the Trust to do the Registration application.

7 Proof of a business address of a Trust.

8 Proof of residential address of the Representative Taxpayer.

9 Proof of residential address of the person who received the once-off mandate by the Trust to do the Registration application.

10 IT77TR – Application for registration of a trust form.

Table of Contents

Last Updated:

Facebook
Twitter
LinkedIn
Email
Print