Please note ...
Complete the attached application
form in full.
Use block capitals for names of
persons and places.
Standard Executors and Trustees
Wills drafting offices:
Cape Town
021 401 2611
Johannesburg 011 688 7600
Your personal details
General details
Option chosen
for your will
First name(s)
Surname
Identity number
Prestige (unbundled)
Consolidator
Occupation
Single will
Joint will
Your language preference
English
Afrikaans
Customer package
Priority/Prestige (plus/bundled)
Private Bank
Segment
Consultant number
Introducing branch
Suite name
SET representative
Consultant name
New nomination
Review existing nomination
Former surname(s)
if applicable
Your spouse's personal details or details of second testator
if a joint will
Surname
First name(s)
Former surname(s)
if applicable
Identity number
Maiden name
Occupation
Residential address
Postal address
Telephone numbers
Your personal status details
Country of husband's domicile
at time of marriage
Divorced (tick if applicable)
Union under religious tenets
Widowed (tick if applicable)
Place of death
Date of death
Maiden name
00049964
2004-11
Page 1 of 6
Same sex
union
Place of marriage
Date of marriage
Heterosexual union
Customary union recognised by law
Never
married
Married out of community of property
without accrual
(forward copy of ANC)
Married out of community of property
with accrual
(forward copy of ANC)
Married in community
of property
Your contact details
Full names of deceased
spouse
Any obligations in terms of divorce orders?
Yes
No
Relationship manager name
Name of person who
conducted interview
Telephone number
Channel
Representing
Group schemes
Home loans
Other: (details)
Other: (details)
Staff
The Standard Bank of South Africa Limited Reg. No. 1962/000738/06 Registered Bank
Affinity
SME
Priority
Agricultural
Other: (details)
SET
SBG
SBFC
Liberty
130
400
140
418
Executors and Trustees
Will application
to nominate Standard Executors and Trustees or
Standard Bank as executor or trustee
Introducing branch code
Title
Postal code
Postal code
Title
Relationship manager number
Account Executor name
Account Executor number
Full names of children from your present marriage (including present surnames)
Date of birth
(YYYY-MM-DD)
Gender
Your children's details
Full names of children from your present marriage (including present surnames)
Date of birth
(YYYY-MM-DD)
Gender
Full names of children from your previous marriage (if applicable-indicate Testator 1 or 2)
Date of birth
(YYYY-MM-DD)
Gender
YYYY-MM-DD
YYYY-MM-DD
Will number
1
4
2
3
1
2
3
Application number
00000
For office use only
e-mail address
Hierdie vorm is ook in Afrikaans beskikbaar, vorm no. 00049977
Cellphone
Work
Home
Assets and liabilities
%
R
Member's interest
Close corporations. If specially bequeathed forward copies of documents.
Immovable property
Testator 1
Testator 2
Other property
Livestock
Mineral rights
Partnership interests. If specially bequeathed forward copies of documents.
Name
Interest
%
Shares quoted on
stock exchange
Residential (including
sectional title)
Agricultural (farm),
(Excluding private
companies, CCs, etc.)
%
Life policies
payable to estate
Specify other assets
(eg. timeshare)
Government, municipal,
public utility stocks
Name
Private companies. If specially bequeathed forward copies of documents.
Shareholding
Sole proprietorships
Name
Loan account
Equipment, machinery
and vehicles
Unit trust funds
Fixed deposits
Cash (current
account, savings, etc.)
Loan accounts held in
inter vivos trust
00049964
2004-11
Page 2 of 6
R
R
R
R
R
R
R
R
R
R
R
R
Testator 1
Testator 2
Assets
Liabilities
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
Type of policy
Owner
Life assured
Beneficiary
Value at death
Life policies not payable to estate
1
2
3
R
R
Total amount
Location
Type
Testator 1 value
Testator 2 value
Total assets
Testator 1 value
Testator 2 value
R
R
R
R
Do you have a separate will
catering for any foreign assets?
Yes
No
If yes, give details, including the
country in which they are held
Unless "yes" has been indicated, the will prepared applies to your assets in any part of the world.
R
R
R
R
a) Pension fund/provident lump sum
b) Retirement annuities
Retirement funds
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
Loan account
R
R
R
R
Foreign assets
00049964
2004-11
Page 3 of 6
2 Testator 1 (first to die)
Residue
Instructions for preparation of will
1 Will the testator sign by means of a mark?
2 Is the testator blind?
3 Is the testator able to read a will prepared
in English or Afrikaans. If no, which
language do they prefer?
Testator 2
Please complete EITHER the section under joint will OR the section under single will
Testator 1
4 Will someone sign on behalf of the testator?
Yes
No
Yes
No
Yes
No
No
Yes
No
Yes
Yes
No
Yes
No
Yes
No
2 Any special bequests
3 Residue
1 Special instructions (eg.
burial or cremation)
Single will
Any special bequests
1 Special instructions
(eg. burial or cremation)
Testator 1
Testator 2
Joint will
3 Testator 2 (first to die)
Any special bequests
Residue
00049964
2004-11
Page 4 of 6
4 Should neither testator
be alive
Any special bequests
Residue
Provision for trusts
Is a trust required for the protection of children's inheritance or for some other purpose?
If any of the aforementioned children be a minor, nominate a guardian
Guardian(s)
Postal code
Contact telephone numbers
Relationship
Guardianship
Address
Work
Home
Who is to benefit (capital or income) during the currency of the trust?
Upon what event is the trust to terminate (eg. death of the income beneficiary, death of capital beneficiary or a certain date)?
Any additional requirements or considerations
If yes, please select either a or b below
Yes
No
Majority (presently 21 years)
Other age, not younger than age of majority (specify)
Note: In the case of a life policy in which children have been named as beneficiaries the proceeds may not be available for payment into the trust created
in the will. Should you desire policy proceeds to go into the trust, you could name your estate in the policy document as the beneficiary.
A separate trust shall ordinarily be created for each beneficiary and will provide for maintenance and education of the beneficiary and for
acceptance of retirement fund benefits into trust. If you require any additional or other provisions, please state these.
Who must receive the capital upon termination of the trust?
b
If trust for other purposes (eg. estate planning; maintenance of a parent, surviving or divorced spouse; person with disability;
insolvency) please state.
Cellphone
a
If trust to protect inheritance of beneficiaries until a specified age to inherit at
Joint will (continued)
Authorisation to Standard Executors and Trustees
1 R350-00 for the preparation of a new will where Standard Executors and Trustees is the nominated Executor.
2
R280-00 for the preparation of a new will, for qualifying group scheme participants.
3
R200-00 for a pre-printed will.
4
R200-00 for a will review or consultation.
5
R160-00 for a pre-printed will, for qualifying group scheme participants.
6
R160-00 for a will review or consultation for qualifying group scheme participants.
7 R684-00 for the preparation of the will where Standard Executors and Trustees is not the nominated Executor.
8
Applicable Standard Bank Group staff rate for 1, 3, 4 and 7 above.
VAT is inclusive in all the above fees.
I, the undersigned
hereby authorise Standard Executors and Trustees to debit my bank account with the following:
00049964
2004-11
Page 5 of 6
Fees
Do you wish Standard Executors and Trustees to keep your will in our safe custody facility?
If yes, note:
-
A safe custody fee of R60 is payable annually, in advance
- You understand that Standard Executors and Trustees could revise and adjust the amount of the Will custody fee from time to time
-
You acknowledge that the onus is on your family or friends to inform Standard Executors and Trustees of your death.
Changes to details
-
You will advise Standard Executors and Trustees of any change to your account or personal details
- You will allow us to debit your account with the safe custody fee
-
Fees are subject to change without prior notice and the change may be debited where necessary.
Safe custody of will
Yes
No
Collation
a) Full details of descendants concerned
(if only certain descendants are to collate)
and (if descendants are to collate specific
benefits only) details of such benefits
If yes, please complete either (a) or (b) below
No
or
b) Are all descendants to collate?
Yes
Do you require any descendants of yours to account for
any donations, gifts or amounts received?
Yes
No
Your signature to this application does not constitute a will and merely represents an application for the drafting of one.
00049964
2004-11
Page 6 of 6
Receipt to be kept by applicant
Date
YYYY-MM-DD
Signature of the
interviewing
consultant
Name of the
interviewing
consultant
Application number
00000
Application received on behalf of Standard Executors and Trustees by intermediary.
Your signature to this application does not constitute a will and merely represents an application for the drafting of one.
Telephone number
of the interviewing
consultant
Proposal
I/We propose to nominate Standard Executors and Trustees Limited or The Standard Bank of South Africa Limited as Executor and/or Trustee of my/our
estate and shall be glad to learn in due course whether the nomination is acceptable. Personal details and approximate values of my/our existing assets
are set out herein.
I/We declare that this application is submitted by me/us of my/our own free will without being influenced or persuaded by anyone and that the initial
approach in the matter was made by me/us.
As part of our service, companies in the Standard Bank Group may provide you with information on products and services offered by them, that we
believe will benefit you. In order to do this these companies will need details from us. Please let us know if this suits you.
We sometimes research our market to help us improve our products and services. The research companies we use follow strict codes of conduct and
treat customers' information confidentially. Please let us know if you are willing to be contacted for research purposes.
We sometimes tell our customers about other companies' products and services. We do so only if we believe that the information may be of interest to
you. Your contact details remain confidential and are not given to these companies unless you indicate that you are interested in the offer. Please let us
know if this suits you.
Yes
No
Yes
No
Yes
No
General
Consent clause
Signatures
As at date
Testator 1
signature
Testator 2
signature
Name
Name
YYYY-MM-DD
Branch code
Account type
Signed at
Bank
on
Signature of
accountholder
Account number
Branch
YYYY-MM-DD
Name of
accountholder
Bank account details
