Westcoast-Actuaries Inc. - Charitable Remainder Trusts

Charitable Remainder Trusts

Westcoast Actuaries Inc. is pleased to assist you in calculating the present value of a charitable remainder trust to issue a tax receipt for charitable donation purposes. Please complete the form below and forward it to us.

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908-1166 Alberni Street
Vancouver, British Columbia
Canada V6E 3Z3
Telephone: (604)-730-1898
Facsimile: (604)-730-1886
Email: info@WAInc.ca

Charitable Remainder Trust
Request For Present Value Calculation
To Issue Tax Receipt For Charitable Donation Purposes

Name of Donor / Settler:
Gender of Donor / Settler (circle one):	Male / Female
Date of Birth of Donor (DD/MM/YYYY):
Amount Settled:
Date Settled (DD/MM/YYYY):

Duration of Trust (circle one):	Single Life Only / Joint Life

If Joint Life is selected, please provide:
Name of Joint Life:
Gender of Joint Life (circle one):	Male / Female
Date of Birth of Joint Life (DD/MM/YYYY):

Initial Account Set-Up Fee, if any ($):
Capital Distribution Fee, if any (%):

This request is made by:
Organization:
Contact Person:
Telephone Number:
Fax Number:
Email Address:
Signature of Contact Person:

Date of Request (DD/MM/YYYY):
Report Deadline* (DD/MM/YYYY):

* The service standard at Westcoast Actuaries Inc. for delivery of the report on Charitable Remainder Trust is within ten (10) business days of our receipt of the request. If you require the report sooner than our service standard, please indicate on the last line (Report Deadline) and although not a guarantee, we will try our best to accommodate your needs.

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