Get Started

Trusts QUESTIONNAIRE

Please complete this form to set up the details for your new trust. We will aim to get a version back to you for review within 48 hours.

Step 1 of 19

1. Name of trust*
2. Address of trust*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
3. Trust bank*
3.1 Trust bank - Please specify other*
4. Trust Bank Branch

5. Founder's full names*
6. Founder's surname*
7. Founder's ID number*
8. Founder's phone*
9. Founder's email*
10. Upload founder's ID document or pasport
(or you can email all ID documents to help@diy-trusts.co.za)
11. Will the founder also be a trustee?*
- Yes
- No
11.1 Founder's occupation*
12. Founder's residential address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
12.1 Postal Address same than Residential Address*
Is the founder's postal address the same as their residential address (as per question 12)?
- Yes
- No
12.2 Founder's postal address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

13. How many trustees will there be?*
Please enter a number from 1 to 8.
(this will determine the number of forms to complete)
Trustee 1
14.1 Full names*
14.2 Surname*
14.3 ID number*
14.4 Phone*
14.5 Email*
14.6 Upload ID document or passport
(or you can email all ID documents to help@diy-trusts.co.za)
14.7 Occupation*
14.8 Residential Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
14.81 Postal Address same than Residential Address*
Is your postal address the same than your residential address (as per 14.8)?
- Yes
- No
14.82 Postal Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Trustee 2
14.1 Full names*
14.2 Surname*
14.3 ID number*
14.4 Phone*
14.5 Email*
14.6 Upload ID document or passport
(or you can email all ID documents to help@diy-trusts.co.za)
14.7 Occupation*
14.8 Residential Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
14.81 Postal Address same than Residential Address*
Is your postal address the same than your residential address (as per 14.8)?
- Yes
- No
14.82 Postal Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Trustee 3
14.1 Full names*
14.2 Surname*
14.3 ID number*
14.4 Phone*
14.5 Email*
14.6 Upload ID document or passport
(or you can email all ID documents to help@diy-trusts.co.za)
14.7 Occupation*
14.8 Residential Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
14.81 Postal Address same than Residential Address*
Is your postal address the same than your residential address (as per 14.8)?
- Yes
- No
14.82 Postal Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Trustee 4
14.1 Full names*
14.2 Surname*
14.3 ID number*
14.4 Phone*
14.5 Email*
14.6 Upload ID document or passport
(or you can email all ID documents to help@diy-trusts.co.za)
14.7 Occupation*
14.8 Residential Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
14.81 Postal Address same than Residential Address*
Is your postal address the same than your residential address (as per 14.8)?
- Yes
- No
14.82 Postal Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Trustee 5
14.1 Full names*
14.2 Surname*
14.3 ID number*
14.4 Phone*
14.5 Email*
14.6 Upload ID document or passport
(or you can email all ID documents to help@diy-trusts.co.za)
14.7 Occupation*
14.8 Residential Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
14.81 Postal Address same than Residential Address*
Is your postal address the same than your residential address (as per 14.8)?
- Yes
- No
14.82 Postal Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Trustee 6
14.1 Full names*
14.2 Surname*
14.3 ID number*
14.4 Phone*
14.5 Email*
14.6 Upload ID document or passport
(or you can email all ID documents to help@diy-trusts.co.za)
14.7 Occupation*
14.8 Residential Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
14.81 Postal Address same than Residential Address*
Is your postal address the same than your residential address (as per 14.8)?
- Yes
- No
14.82 Postal Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Trustee 7
14.1 Full names*
14.2 Surname*
14.3 ID number*
14.4 Phone*
14.5 Email*
14.6 Upload ID document or passport
(or you can email all ID documents to help@diy-trusts.co.za)
14.7 Occupation*
14.8 Residential Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
14.81 Postal Address same than Residential Address*
Is your postal address the same than your residential address (as per 14.8)?
- Yes
- No
14.82 Postal Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Trustee 8
14.1 Full names*
14.2 Surname*
14.3 ID number*
14.4 Phone*
14.5 Email*
14.6 Upload ID document or passport
(or you can email all ID documents to help@diy-trusts.co.za)
14.7 Occupation*
14.8 Residential Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
14.81 Postal Address same than Residential Address*
Is your postal address the same than your residential address (as per 14.8)?
- Yes
- No
14.82 Postal Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

15. How many beneficiaries will there be?*
Please enter a number from 1 to 8.
This will determine the number of forms to complete
Beneficiary 1
16.1 Name*
16.2 Surname*
16.3 ID number*
16.4 Email*
16.5 Upload ID document or passport
(or you can email all ID documents to help@diy-trusts.co.za)
16.6 Occupation*
16.7 Residential Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
16.71 Postal Address same than Residential Address*
Is your postal address the same than your residential address (as per 16.7)?
- Yes
- No
16.72 Postal Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Beneficiary 2
16.1 Name*
16.2 Surname*
16.3 ID number*
16.4 Email*
16.5 Upload ID document or passport
(or you can email all ID documents to help@diy-trusts.co.za)
16.6 Occupation*
16.7 Residential Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
16.71 Postal Address same than Residential Address*
Is your postal address the same than your residential address (as per 16.7)?
- Yes
- No
16.72 Postal Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Beneficiary 3
16.1 Name*
16.2 Surname*
16.3 ID number*
16.4 Email*
16.5 Upload ID document or passport
(or you can email all ID documents to help@diy-trusts.co.za)
16.6 Occupation*
16.7 Residential Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
16.71 Postal Address same than Residential Address*
Is your postal address the same than your residential address (as per 16.7)?
- Yes
- No
16.72 Postal Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Beneficiary 4
16.1 Name*
16.2 Surname*
16.3 ID number*
16.4 Email*
16.5 Upload ID document or passport
(or you can email all ID documents to help@diy-trusts.co.za)
16.6 Occupation*
16.7 Residential Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
16.71 Postal Address same than Residential Address*
Is your postal address the same than your residential address (as per 16.7)?
- Yes
- No
16.72 Postal Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Beneficiary 5
16.1 Name*
16.2 Surname*
16.3 ID number*
16.4 Email*
16.5 Upload ID document or passport
(or you can email all ID documents to help@diy-trusts.co.za)
16.6 Occupation*
16.7 Residential Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
16.71 Postal Address same than Residential Address*
Is your postal address the same than your residential address (as per 16.7)?
- Yes
- No
16.72 Postal Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Beneficiary 6
16.1 Name*
16.2 Surname*
16.3 ID number*
16.4 Email*
16.5 Upload ID document or passport
(or you can email all ID documents to help@diy-trusts.co.za)
16.6 Occupation*
16.7 Residential Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
16.71 Postal Address same than Residential Address*
Is your postal address the same than your residential address (as per 16.7)?
- Yes
- No
16.72 Postal Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Beneficiary 7
16.1 Name*
16.2 Surname*
16.3 ID number*
16.4 Email*
16.5 Upload ID document or passport
(or you can email all ID documents to help@diy-trusts.co.za)
16.6 Occupation*
16.7 Residential Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
16.71 Postal Address same than Residential Address*
Is your postal address the same than your residential address (as per 16.7)?
- Yes
- No
16.72 Postal Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Beneficiary 8
16.1 Name*
16.2 Surname*
16.3 ID number*
16.4 Email*
16.5 Upload ID document or passport
(or you can email all ID documents to help@diy-trusts.co.za)
16.6 Occupation*
16.7 Residential Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
16.71 Postal Address same than Residential Address*
Is your postal address the same than your residential address (as per 16.7)?
- Yes
- No
16.72 Postal Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

17. Name of auditor/bookkeeper*
18. Auditor email*
19. Auditor telephone*
Any special considerations for setting up your trust?

Get Started

Trusts QUESTIONNAIRE

Step 1 of 19

Trustee 1

Trustee 2

Trustee 3

Trustee 4

Trustee 5

Trustee 6

Trustee 7

Trustee 8

Beneficiary 1

Beneficiary 2

Beneficiary 3

Beneficiary 4

Beneficiary 5

Beneficiary 6

Beneficiary 7

Beneficiary 8