What you should know before you apply

Who can apply

A trustee can apply for a trust account number. The trustee includes a filer, a custodian, an executor, an administrator, or a liquidator who owns or controls property for another person.

This application also applies to a non-resident trust electing to file an income tax return under section 216 of the Income Tax Act. For more information, please see the T4144 : Income Tax Guide for Electing under Section 216.

What you need before you start

You need to know your trust name, contact information, and trust type.

You will also need to provide a signed copy of the trust document or the last will and testament.

If any of the legal representatives named in the last will and testament are deceased, you need to include a copy of their death certificate. If a representative no longer wants to act as a representative, we need a letter of renunciation from that representative.

For more information about representatives, go to Representative authorization.

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