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T3 – Protected B when completed
  Beneficial Ownership Information of a Trust Schedule 15
 
• Enter the applicable tax year in the box above.
• For information on completing this schedule, see Chapter 3 in Guide T4013, T3 Trust Guide.
• If the trust is required to provide beneficial ownership information, list all trustees, settlors, beneficiaries, and controlling persons (as these terms are defined
in the T3 Trust Guide) for this trust (collectively referred to as reportable entities), including those who may have been a reportable entity for only part of the
year.
• For purposes of completing Part B, where some but not all of the units of a trust are listed on a designated stock exchange, see the T3 Trust Guide.
• The trust reporting requirements do not require the disclosure of information that is subject to solicitor-client privilege.
• Include a completed copy of this schedule with the trust’s return.
 
Part A – Annual beneficial ownership information
 
 Is this the first time the trust is reporting beneficial ownership information?
 
Yes  1 No  2
 
 If yes, fill out Part B and Part C (if applicable). If no, answer the next question.
 
 Has the beneficial ownership information of the trust changed during the tax year? Previously reported entities will be carried forward to this tax year unless
modified in Part B or Part C.
 
Yes  1 No  2
 
 If yes, fill out Part B and Part C (if applicable). If no, the schedule is complete.
 
 
Part B – Identification of reportable entities
 
 You have to fill out Part B in full for each reportable entity added or modified in the tax year.
 
 If a reportable entity is more than one entity type, Part B must be completed in full for each entity type.
 
1 Add reportable entity 2  Modify reportable entity
 
 Reportable entity type (refer to the T3 Trust Guide for entity type definitions)
 
1 Trustee  2  Settlor 3  Beneficiary 4  Controlling person
 
 Entity classification
 
1 Natural person  2  Corporation 3  Trust 4  Other
 
 Entity name (if not a natural person)
 
 First name  Last name
 
 
 Date of birth (if natural person)  
  Year Month Day  
 Tax identification number  Country of residence
   
1 SIN 2  TTN 3  ITN 1 Canada
   
4 BN 5  TN 6  International 2 United States
   
 Tax identification number   3 Other  
   
 Address  Country
 
 City  Province/Territory/State  Postal code / ZIP code
 
 Did the entity cease to be a reportable entity in the current tax year?
If yes, the information in respect of the entity will not be carried forward to the next tax year.
 
Yes  1 No  2
 
Additional transmissions to be submitted:   
   
T3 SCH 15 E (Ce formulaire est disponible en français.) Page 1 of 2 Canada Logo
Protected B when completed 
 
Part C – Beneficiaries unable to be listed
 
Provide the details of the terms of the trust that extends the class of beneficiaries to unknown entities.
 
Provide relevant information regarding any beneficiaries that cannot be listed by name (for example, unborn children and grandchildren, spouses) because they
were unknown at the time of filing the trust return.
 
Where the beneficiaries of a trust are the members of an Indigenous group, community or people, see the T3 Trust Guide.
 
Maximum 1,000 characters. Any information provided below will replace, in its entirety, the information previously submitted. If amending previously submitted
information, you must resubmit the full details of unknown beneficiaries including the changes.
 
 
See the privacy notice on your return.
 
T3 SCH 15 E Page 2 of 2