2025 Printable Template
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Form last updated: 03/2024. Please verify this is the current version before use.
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What is a MOD PT used for?
The Private Trust Form (MOD PT) is used to document changes related to private trusts. It is important for maintaining accurate records of transactions involving private trusts, which supports compliance with relevant regulations. This form is not required for certain types of trusts, such as Special Disability Trusts.
Who needs to fill out a MOD PT form
Individuals involved with a private trust who need to report changes or transactions.
How to fill out a MOD PT online?
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Frequently Asked Questions
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Yes, a separate form is required for each private trust.
Yes, any gifts made must be declared on the form.
Check with the relevant authority for submission options, including online submission.
