SAM123031 – Returns: trust return: cessation or death of a trustee (Action Guide)

Where you discover a trustee has ceased or died follow steps 1 - 5 below. For details of how to access the SA functions, select ‘Index Of Functions’ on the left of the screen.

Use function MAINTAIN CAPACITY SUMMARY

Check if the ceased trustee appears on line 1

If the trustee does appear and there are other live trustees present

Go to step 2

If the trustee does appear and there are no other live trustees present

Go to step 3

Select the line number on which the new main trustee appears

Select the [Main] button

Then

Select the line number on which the ceased trustee appears

And then

Select the [Cease] button

Check in the file for details of any other trustees who have not been set up on the trust’s SA record or contact any agent who may be acting

If a new trustee is found

Go to step 4

If no new trustee is found

Go to step 5

For each new trustee

Use function SET UP CAPACITY DETAILS to record details of the new trustee
Use function MAINTAIN CAPACITY SUMMARY to nominate the new main trustee

Select the line number on which the new main trustee appears
Select the [Main] button

Then for each ceased trustee

Select the line number on which the ceased trustee appears

And

Select the [Cease] button

If no new trustees can be found

Use function MAINTAIN CAPACITY SUMMARY to cease the trustee

Select the line number on which the ceased trustee appears

And

Select the [Cease] button
Continue to make enquiries to establish the details of the new trustees

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