Application for registration as a Taxpayer or Changing of ...

1 Application for registration as a Taxpayer or Changing of registered particulars : trust IT77TR. Taxpayer Information Taxpayer ref. Where registered details have changed, the applicant must only fill in the Taxpayer reference number and the details that have changed Area code Use capital letters and where applicable, mark with an X . no. Note: Please refer to the Supporting Document list available on the SARS website ( ). trust Details registered name registration registration date no. (CCYYMMDD). Bus tel. no. Fax no. Cell no. Nature of business Email address registered Address trust Types Unit no. Complex Intervivos Vested Discretionary (if applicable). Street no. Street / Farm name Voluntary Disclosure Programme Suburb /. District Is this declaration made in respect of a VDP agreement with SARS? Y N. City / Town VDP Application No. Country code ( South Africa = ZA) Postal Code Declaration Postal Address Mark here with an X I declare that the information furnished in this XXXXXXXXXXXXXXXXXXX.

2 If same as above or Application is true, correct and complete. XXXXXXXXXXXXXXXXXXX. complete your Postal Address Please ensure you sign over the 2 lines of X s above Date Country code ( South Africa = ZA) Postal Code (CCYYMMDD). For enquiries go to or call 0800 00 SARS (7277). IT77TR. Page 1 of 7 Updated on: 10/17/2017. Bank Account Details All changes will be verified before your banking details are updated. SARS will notify you if you are required to visit a SARS branch to present supporting information. Bank account details are required for refunds. BNKIF01. Mark here if you do not Account No. Branch No. Savings Transmission have a local bank account Account Type: Current Bank Name Branch Name Account Holder Name (as registered at bank). Taxpayer Representative Details PODIF01. Surname Initials First two Taxpayer ref. names no. Date of Birth Passport Passport Country ID No.

3 (CCYYMMDD) No. ( South Africa = ZAF). Home tel no. Bus tel no. Passport issue date (CCYYMMDD). Cell no. Fax no. Date of Appointment (CCYYMMDD). Email Address Physical Address Unit No. Complex (if applicable). Street No. Street / Farm name Suburb /. District City / Town Country code ( South Africa = ZA) Postal Code IT77TR. Page 2 of 7 Updated on: 10/17/2017. Tax Practitioner Details (if applicable) TPDIF01. Surname /. registered Initials name (if applicable). registration Tel No. No. Contact Email Trading Details TDINF01. Is theTrust trading? Y N Financial year end (MM). If Yes', will the trust be liable for provisional tax? Y N. Three Main Partners Details (Only in case of partnership) MPDIF01. Number One Taxpayer Surname ref no. ID No. Passport No. Passport Country Initials ( South Africa = ZAF). Number Two Taxpayer Surname ref no. ID No. Passport No.

4 Passport Country Initials ( South Africa = ZAF). Number Three Taxpayer Surname ref no. ID No. Passport No. Passport Country Initials ( South Africa = ZAF). IT77TR. Page 3 of 7 Updated on: 10/17/2017. Trustee's Details MTRIF01. Main Trustee Surname Initials Date of Birth Passport Passport Country ID No. (CCYYMMDD) No. ( South Africa = ZAF). Passport issue date Physical Address (CCYYMMDD). Complex Taxpayer Unit No. (if applicable) Street No. Street / Farm Contact Numbers name Suburb / Bus Tel No. District City / Town Fax No. Country code ( South Africa = ZA) Postal Code Cell No. Two Other Trustees Details OTRIF01. Surname Initials Date of Birth Passport Passport Country ID No. (CCYYMMDD) No. ( South Africa = ZAF). Passport issue date Physical Address (CCYYMMDD). Complex Taxpayer Unit No. (if applicable) Street No. Street / Farm Contact Numbers name Suburb / Bus Tel No.

5 District City / Town Fax No. Country code ( South Africa = ZA) Postal Code Cell No. IT77TR. Page 4 of 7 Updated on: 10/17/2017. Two Other Trustees Details (Continued) OTRIF01. Surname Initials Date of Birth Passport Passport Country ID No. (CCYYMMDD) No. ( South Africa = ZAF). Passport issue date Physical Address (CCYYMMDD). Complex Taxpayer Unit No. (if applicable) Street No. Street / Farm Contact Numbers name Suburb / Bus Tel No. District City / Town Fax No. Country code ( South Africa = ZA) Postal Code Cell No. IT77TR. Page 5 of 7 Updated on: 10/17/2017. Estate Details Type of Estate Effective Date (CCYYMMDD) Meeting Dates for Insolvent Estates Voluntary liquidation First meeting Second meeting Special meeting CCYYMMDD (CCYYMMDD) (CCYYMMDD). Involuntary liquidation Other: Specify Representative Taxpayer Details Surname Initials First two Taxpayer names ref.

6 No. Date of Birth Passport Passport Country ID No. (CCYYMMDD) No. ( South Africa = ZAF). Home tel no. Bus tel no. Passport issue date (CCYYMMDD). Cell no. Fax no. Date of Appointment (CCYYMMDD). Email Address Physical Address Contact Numbers Unit No. Complex Tel No. (if applicable). Street / Farm Street No. name Cell No. Suburb / Fax No. District City / Town Country code ( South Africa = ZA) Postal Code Postal Address Capacity of Representative Mark here with an X Liquidator if same as above or complete your Postal Administrator Address Other (Specify). Country code ( South Africa = ZA) Postal Code IT77TR. Page 6 of 7 Updated on: 10/17/2017. For Office Use Only Initial year of liability Taxpayer Sub-Category Taxpayer Type Suspense Code Suspense Effective Date (CCYYMMDD). Current financial year end Normal Intervivos Non-Provisional Dormant Mortis Causa Special trust Provisional Exempt Institution IT77TR.

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