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.

  1. Use function MAINTAIN CAPACITY SUMMARY 
* Check if the ceased trustee appears on line 1If the trustee does appear and there are other live trustees present

  
  
* Go to step 2If the trustee does appear and there are no other live trustees present

  
  
* Go to step 3
  1. 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
  1. 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 4If no new trustee is found

  
  
* Go to step 5
  1. 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
  1. 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