Trustee Appointment Letter Format & Template

What is a Trustee Appointment Letter?

When to use it

• A trustee has resigned, retired or died and a replacement is being appointed.
• The trust deed allows additional trustees and the board has resolved to add one.
• The bank or charity authority needs evidence of the current trustees.

What you'll need

Keep these details ready — the form asks for them in this order.

How it works

1. 1

   Enter the trust

   The trust name and, if replacing someone, the outgoing trustee.

2. 2

   Enter the new trustee

   Name, address, tenure and appointment date.

3. 3

   Preview, pay and download

   Pay ₹125, download and print on the trust’s letterhead.

How to make it legally valid

• Issued under the appointment procedure in the trust deed, backed by a trustees’ resolution.
• Signed by the authorised trustees and accepted in writing by the new trustee.
• Reported to the charity commissioner or registrar where your state requires changes in trustees to be notified.
• Bank mandates and income-tax records updated for the new trustee.

Common mistakes to avoid

• Appointing a trustee in a way the trust deed doesn’t permit.
• Not recording the new trustee’s acceptance.
• Forgetting to update the bank and statutory records.