Assignment of Beneficial Interest in Trust

FORM INSTRUCTIONS:

To complete the “Assignment of Beneficial Interest in Trust” form, simply complete the form information below. After clicking the ‘Submit’ button, the form will be processed and a completed form will be sent to the email address entered in the form.

Please review the completed form carefully, and make any changes necessary before filing.

Assignment of Beneficial Interest in Trust

Assignment of Interest form for Real Estate Trust.

Email Address of Person Submitting This Form:*

Please enter the email address of the person submitting this form.
Day of the Month Assignment is Made: (Add appropriate st., nd., th., rd. suffix)*
Please enter a number from 1 to 31.
Please indicate the date (number) the assignment is being made. Be sure to add the appropriate 'st., nd., rd. or th.' suffix. For example, 1st., 2nd., 3rd., 4th., etc.)
Month Assignment is Made:*
Please choose the Month the assignment is being made from the dropdown menu.
Year Assignment is Made:*
Please enter a number from 23 to 99.
Please indicate the last two digits of the year the assignment is being made. (Example: Year is 2023, input should be '23')
Name of Assignor(s) (ALL CAPS)*
Please enter the name or names of the assignors to the beneficial interest. (PLEASE ENTER NAMES IN ALL CAPS)
Name of Assignee (ALL CAPS)*
Please indicate the name of the person or entity receiving the assignment of beneficial interest. (PLEASE ENTER NAMES IN ALL CAPS)
Name of Trust (ALL CAPS)*
Please indicate the name of the trust. (PLEASE ENTER THE NAME IN ALL CAPS)
Date Original Trust Agreement was Signed: (dd/mm/yyyy)*
Please indicate the date the original Trust Agreement was signed. (Please use this format: dd/mm/yyyy)
Name of Original Trustee: (ALL CAPS)*
Please indicate the name of the original Trustee: (PLEASE ENTER THE NAME IN ALL CAPS)