Fill in Trustee Appointment or Retirement Deed

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Trustee Appointment or Retirement Deed

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The trust and the change
Who goes and who comes
Trust property
Signing and the record

Step 1 of 4

The trust and the change

What is the trust called?Needed

For example: Sri Guru Nanak Seva Trust

Which trust deed created it (date, place and any registration number)?Needed

For example: Trust deed dated 5 March 2018, Chandigarh

What is changing?Needed

A new trustee is appointedA trustee retiresA trustee retires and a new trustee is appointed in the same deed

Under what power in the trust deed is the change made?Needed

the clause of the trust deed that fills a vacancy among the trusteesa resolution of the trustees passed as the trust deed allowsthe Settlor's power under the trust deed

On what date was the change decided?Needed

A calendar date — the day, the month and the year. Dates in a document like this are read against one another, so a date typed here can change what another date is allowed to be.

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DEED OF CHANGE OF TRUSTEES

This deed concerns the trust called __________ (the Trust), created by __________ (the Trust Deed). Change made by this deed: __________.

POWER TO MAKE THE CHANGE

The change is made under __________, decided on __________. The continuing trustees named below confirm that the Trust Deed allows this and that it was properly decided.

CONTINUING TRUSTEES

TRUST PROPERTY

FOLLOW-UP

The trustees will tell the Trust's bank of the change and have the authorised signatories changed if needed, will have the Trust's property records changed where the Trust holds land or a building, and will tell any authority with which the Trust is registered, so that every record shows the same trustees.

LEGAL BASIS

Punjab: A change of trustees is valid only if it follows the Trust Deed. Where the Trust holds immovable property, the change may need registration with the Sub-Registrar having jurisdiction under the Registration Act, 1908, and an entry in the revenue or local property record.

Chandigarh: The same rule applies through the Sub-Registrar, UT Chandigarh. For a sector or estate property, the change must also be reflected in the Estate Office file under the Capital of Punjab (Development and Regulation) Act, 1952 and the Chandigarh Estate Rules, 2007.

PERSONAL DATA NOTICE

This notice is given under the Digital Personal Data Protection Act, 2023.

The purpose of collecting personal data in this deed of change of trustees is to identify the retiring, new and continuing trustees, record the change under the Trust Deed and support any record update with a bank or authority.

If the matter does not proceed, the personal data will be retained for 90 days and then erased. If the matter proceeds, the record will be retained for the matter plus 12 months, except where a statute requires a longer named retention period.

Data minimisation: this document does not collect a full Aadhaar number, an Aadhaar-card copy, a password or bank credentials.

SIGNATURE

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