Section H – Trust information

If you answer Distribution from a trust in question 7 in Section C, you have to complete Section H and provide the additional information requested below.

Trust's name, address, and trust account number

Enter the name and complete address, and the trust number for each trust that has a trust agreement with this tax shelter. Follow the instructions for Complete address.

Settlors' and Trustees' name

Enter the name of all settlors and trustees of each trust that has a trust agreement with this tax shelter.

Is there an application to become a beneficiary of trust?

For each trust, tick () the appropriate column. If you answer yes, attach a copy of the application to become a beneficiary of the trust. If there is no application, complete Section M – Summary of arrangements to provide a description of how a person becomes a beneficiary and what the criteria is for accepting them.

If there is not enough space, attach a separate sheet using the same format as on this form.

Forms and publications

• Form T5001, Application for Tax Shelter Identification Number and Undertaking to Keep Books and Records

Date modified:

2016-03-04