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IT77

Trust Registration

Application to register a trust as a taxpayer with SARS.

T1 Trust Name

Full registered name of the trust as per the trust deed and Master of the High Court records.

T2 Trust Number

Registration number assigned by the Master of the High Court (e.g., IT 12345/2024).

T3 Trust Type

Classification: inter vivos (living) trust, testamentary trust, business trust, or special trust (Type A or B).

T4 Founder Details

Full name, ID number, and contact details of the person(s) who created the trust.

T5 Trustee Details

Names, ID numbers, and addresses of all appointed trustees. At least one trustee must be a SA resident.

T6 Beneficiary Details

Names and ID numbers of all beneficiaries. For discretionary trusts, classes of beneficiaries may be described.

T7 Source of Funds

Details of initial and ongoing funding of the trust, including donations, loans, and income-generating assets.