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Posted Tue, 04 Mar 2025 13:01:44 GMT by Andrew Clay
<span style="font-size:11pt;"><span style="line-height:normal;"><span style="font-family:&quot;Calibri&quot;,sans-serif;">Good afternoon,</span></span></span><br> <br> <span style="font-size:11pt;"><span style="line-height:normal;"><span style="font-family:&quot;Calibri&quot;,sans-serif;">Firstly, my apologies if you have answered this type of enquiry previously, however I could not find how to search your forum</span></span></span><br> <span style="font-size:11pt;"><span style="line-height:normal;"><span style="font-family:&quot;Calibri&quot;,sans-serif;">This will be my first self-conveyance, so I’m hoping I have interpreted everything correctly. I have read through the extensive guides &amp; watched the online videos, all very helpful.</span></span></span><br> <br> <span style="font-size:11pt;"><span style="line-height:normal;"><span style="font-family:&quot;Calibri&quot;,sans-serif;">I am purchasing a freehold property from two close friends. The property is held jointly, by them, as Trustees of a personal injury trust of which they are the sole trustees.</span></span></span><br> <span style="font-size:11pt;"><span style="line-height:normal;"><span style="font-family:&quot;Calibri&quot;,sans-serif;">The Title deed shows Just the two names with no reference to the trust.</span></span></span><br> <span style="font-size:11pt;"><span style="line-height:normal;"><span style="font-family:&quot;Calibri&quot;,sans-serif;">It will be transferred to my wife &amp; me.</span></span></span><br> <br> <span style="font-size:11pt;"><span style="line-height:normal;"><span style="font-family:&quot;Calibri&quot;,sans-serif;">If I have understood correctly this should be the order in which I act:</span></span></span><br> <span style="font-size:11pt;"><span style="line-height:normal;"><span style="font-family:&quot;Calibri&quot;,sans-serif;">After exchange &amp; completion of contract, I submit pay the SDLT and wait for SDLT5.</span></span></span><br> <span style="font-size:11pt;"><span style="line-height:normal;"><span style="font-family:&quot;Calibri&quot;,sans-serif;">I will then send the TR1, AP1 &amp; SDLT5 and ID3 (4 sets) documents and a cheque to cover fees.</span></span></span><br> <span style="font-size:11pt;"><span style="line-height:normal;"><span style="font-family:&quot;Calibri&quot;,sans-serif;">Are there any other forms or documents that I have missed?</span></span></span><br> <span style="font-size:11pt;"><span style="line-height:normal;"><span style="font-family:&quot;Calibri&quot;,sans-serif;">Do you need a copy of the contract?</span></span></span><br> <br> <span style="font-size:11pt;"><span style="line-height:normal;"><span style="font-family:&quot;Calibri&quot;,sans-serif;">Please could you confirm that the forms that need to be completed are:</span></span></span><br> <span style="font-size:11pt;"><span style="line-height:normal;"><span style="font-family:&quot;Calibri&quot;,sans-serif;"><b>AP1</b> – signed, witnessed and dated by all four (two Transferors &amp; two transferees).</span></span></span><br> <span style="font-size:11pt;"><span style="line-height:normal;"><span style="font-family:&quot;Calibri&quot;,sans-serif;">In Panel 7. Do you require both applicants to be listed as the person sending the application? Or just one</span></span></span><br> <span style="font-size:11pt;"><span style="line-height:normal;"><span style="font-family:&quot;Calibri&quot;,sans-serif;"><b>TR1</b> – signed, witnessed and dated by all four.</span></span></span><br> <span style="font-size:11pt;"><span style="line-height:normal;"><span style="font-family:&quot;Calibri&quot;,sans-serif;">In Panel 11, I have added a note to state that the transferors are acting as sole trustees of the settlement trust.</span></span></span><br> <span style="font-size:11pt;"><span style="line-height:normal;"><span style="font-family:&quot;Calibri&quot;,sans-serif;"><b>ID3</b> – one form for each person involved:</span></span></span><br> <span style="font-size:11pt;"><span style="line-height:normal;"><span style="font-family:&quot;Calibri&quot;,sans-serif;">Dated within 3 months of submission.</span></span></span><br> <span style="font-size:11pt;"><span style="line-height:normal;"><span style="font-family:&quot;Calibri&quot;,sans-serif;">Form to be signed, dated and verified by an Authorised professional.</span></span></span><br> <span style="font-size:11pt;"><span style="line-height:normal;"><span style="font-family:&quot;Calibri&quot;,sans-serif;">&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160; A copy of passport details page of the applicant &amp; Authoriser.</span></span></span><br> <span style="font-size:11pt;"><span style="line-height:normal;"><span style="font-family:&quot;Calibri&quot;,sans-serif;">&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160;&#160; Details of Authorisers Profession.</span></span></span><br> <span style="font-size:11pt;"><span style="line-height:normal;"><span style="font-family:&quot;Calibri&quot;,sans-serif;"><b>Certified passport photos</b> of ID – Do you need more than one photo for each person named?<br> <br> Thank you</span></span></span><br> &#160;
Posted Tue, 04 Mar 2025 13:28:42 GMT by Adam Hookway
Good Afternoon Andrew - the documents you refer to are the correct ones. We do not require sight of the contract<br> Form AP1 is the application form. It does not need witnessing as it is not a legal deed<br> Panel 6 is for the applicant - namely the names of those to appear on the register. Panel 7 is for the details of the person(s) submitting the application&#160;<br> Form TR1 is the legal deed and as such needs to be executed as appropriate - please refer to the linked guidance on how to complete form TR1 and it's execution<br> ID3 - we don't need more than one photo. The form explains what's required on each form and as part of the verification. Practice Guide 67 also assists
Posted Tue, 04 Mar 2025 14:56:45 GMT by Andrew Clay
Thanks for the prompt reply.<br> Please could you confirm that TR1, AP1 ad ID3s could all be sent together?<br> <br> <br> &#160;
Posted Tue, 04 Mar 2025 15:13:20 GMT by Adam Hookway
Andrew - they must be submitted together&#160;

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