Unit Transfer Journal - CAS 360 Dictionary Codes

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Unit Transfer Journal

A document prepared for Unitholder unit transfers.

Description Code Where is this information in CAS 360?

Trust name

${trustName} Entered into the Trust Name field in the Trusts screen.
Unit Type ${unitType} Unit Type recorded for the Unitholder
The number of Units ${numberOfUnits} Number of Units alloted to the Unitholder
Transaction Date ${transactionDate} Transaction Date of the Allotment recorded for the Unitholder
Certificate Number ${CertificateNumber} Entered when recording the Allotment of the Unitholder
Original Unitholder

${transferFromUnitholderName}

Initial Unitholder selected in the Unit transfer.
Original Unitholder's Address

${transferFromUnitholderAddress}

Initial Unitholder Address selected in the Unit transfer.
Receiving Unitholder

${transferToUnitholderName}

Receiving Unitholder selected in the Unit transfer.
Receiving Unitholder's Address ${transferToUnitholderAddress} Receiving Unitholder address selected in the Unit transfer.
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