How to use or fill out Discretionary Trust declaration form - Ageas Protect with our platform
- Click ‘Get Form’ to open the Discretionary Trust declaration form in the editor.
- Begin with Section A: Definitions. Familiarize yourself with key terms such as Settlor, Trustees, and Potential Beneficiaries to understand your responsibilities.
- Move to Section B: The Trust Provisions. Carefully read through the clauses regarding the discretionary powers of appointment and distribution of assets.
- In Section C: The Declaration of Trust, fill in the cover reference and type, along with the full names and addresses of all policyholders and trustees.
- List potential beneficiaries in the designated area, ensuring you include any specific exclusions as needed.
- Finally, ensure all signatures are collected from the Settlor(s) and Trustees, along with independent witnesses where required.
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