Change Report – Checklist
Filing a Change Report along with proper documents is a crucial legal requirement. The following checklist will assist trustees in ensuring accurate and complete submission of the Change Report to the concerned office of the Deputy or Assistant Charity Commissioner. It helps ensure complete compliance of documents and avoids delays, objections, or rejection of the Change Report.
1. Primary Documents
- Change Report (Schedule III – duly filled and signed)
- Affidavit of Reporting Trustee
- Court fee / prescribed fees
2. Meeting Related Documents
- Notice of meeting / agenda
- Proof of service of notice to trustees / members
- Minutes of meeting (with attendance)
- Resolution passed
3. Trustee Related Documents
- For outgoing trustees:
- i. Resignation letter
- ii. Death certificate (if applicable)
- For incoming trustees:
- i. Consent letter
- ii. Identity proof (Aadhar / PAN)
4. Trust Records
- Trust Deed / MOA / Rules / Scheme
- Schedule I (PTR extract)
- Registration Certificate
5. Previous Records
- Copy of earlier Change Report
- Copy of previous order passed by Deputy/Assistant Charity Commissioner
6. Supporting Documents
- List of members
- Affidavits of outgoing trustees
7. In Case of Delay
- Delay condonation application
- Supporting affidavit