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My Legacy

TRUST FUND INTRUCTION TAKING FORM (Version 1.0)Thank you for giving us a chance to set up your Living Trust. In order for us to prepare your Trust Deed, please fill in

this form of all your wishes on how you want your Trust Deed to be written. If there is insufficient space to fill in, youcan fill in using any other paper.( )

Part 1 - My Personal Particulars Name () : __________________________________________________________________

Address : __________________________________________________________________

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IC Number : __________________________________________________________________

Part 2 My Trust Fund Beneficiaries List down the name and IC or Birth Certificate and relationship of all the beneficiaries of your Trust Fund( /)

A. Beneficiaries () : ___________________________________________________________

NRIC/ Birth Cert (/):__________________________Relationship( ) __________________

B. Beneficiaries () : ___________________________________________________________

C. Beneficiaries () : ___________________________________________________________

D. Beneficiaries () : ___________________________________________________________

E. Beneficiaries () : ___________________________________________________________

F. Beneficiaries () : ___________________________________________________________

Note for Agent

Part 3 My Trust Fund Name ( )You may want to name your Trust Fund or choose from any of the below fund type( )

My Trust Fund name ( ) : _________________________________________________

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a) Business Trust ( ) - For businessman seeking protection from creditors (

b) Professional Trust()-For professionals exposed to liability ( )

c) Children Trust ( ) - For parents with minor / handicapped children ( /)

d) Maintenance Trust ( ) - For aged parents / beneficiaries ( )

e) Family Trust () -For family with preserved assets or businesses ( )

f) Charitable Trust ( ) - For charitable organizations ( )

Part 4 My Trust Fund Objectives ()Please write down in brief what is the objective of this Trust and for whom and in what percentage( )

My objective for this Trust ( ) _______________________________________

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Note to Agent

Part 5 My Trust Fund Funding ( )List out how you want to fund your Trust Fund ( )

Insurance Policy -Your policy must not have any nominees. If you have nominated your policy, youneed to revoke the nominations. You need to decide whether you want to Absolute

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or Conditional assigned your policy to the Trustee(

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Property - Your property must be fully paid up and not mortgaged to any banks. You mustalso put in a sum not less than 10% of the market value of your property to payfor the properties quit rent and assessment fees. You will also need to pay for alllegal fees and stamp duty to transfer the property to the Trustee( 10%

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a) Insurance Policy ( ) : Policy No. ( ) __________________________

Sum Insured RM ( )____________________

Absolute Assignment () / Conditional Assignment ()

b) Property () : Address ( ) ____________________________________________________

_________________________________________________________________

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Deposit Amount ()RM ___________ Cheque No.( )__________

c) Cash ( ) : Amount () RM __________________ Cheque No. () ___________

d) Shares / Unit Trust : Company ( ) ________________________________________________(/)

Shares Unit ( ) _____________________________________________

e) Others ( ) : Please specify ( ) _____________________________________________

Part 6 My Trust Fund Shall EndsThere must be a ending to your Trust. Example, when a beneficiary reach a certain age or until a certain year afteryour death and who shall receive the balance of moneys when the fund ends( , )

My Trust Fund shall ends when ( )______________________________________________

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and any balance of money in the fund shall be given to ( ) _______________

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Part 7 My Trustees PowerDo you want your Trustee to invest only in Fixed Deposit, unit trust or share market ? ( )

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a) $ I want my Trustee to only invest my money in ( )____________________________

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Part 8 Other Matters ()Write below if insufficient space to write any of the parts above or any special instructions or wishes you have.( )

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