The following documents are required for a bond to be issued:
- A covering letter on the applicant’s official company letterhead;
- Proof of practice or firm number;*
- Proof of practitioner or member number;
- The original form J262E (Bond of Security) which must be completed and signed by the applicant, whose signature must be attested to by two witnesses;
- Copy of the will (if applicable);
- Copy of certified death certificate (a copy of the death notice, if there is no death certificate);
- Copy of court order (if applicable);
- Inventory or statement of assets & liabilities of the estate;
- Copy of any directions from the Master as to the security required;
- Proof of Master’s estate reference number;
- Nomination forms by the beneficiaries/person appointing the applicant as executor;
- The executor’s acceptance of trust as executor;
- A certified copy of the executor’s identity document;
- The executor’s current fidelity fund certificate;
- If applicant is not a director/partner, a letter on the firm’s letterhead signed by one of the partners confirming that the appointee is employed by the firm and has been authorised to apply for bonds of security in the name of the firm and to administer the estate on behalf of the firm. This letter must be accompanied by the certified current fidelity fund certificate of the partner/ director;
- Applicant’s abridged curriculum vitae (CV);
- A resolution as contemplated in clause 3.10 of the Executor Bond Policy, where applicable.
- The application documents may not be faxed or emailed.
- The application forms and requirements are available on our website www.lpiif.co.za
*This may be obtained from your Provincial Council/Regulator.