Forms and Templates

Published: 06/07/2017
Updated: 02/05/2018

Summary

Find the popular forms and templates we publish.



* PLEASE READ -
 Before inputting any information into an interactive form, please 'Save As ...' the pdf to your hard drive. We then recommend you open the file from your hard drive using Adobe Reader, which is free to download. If you do not do this and open the pdf using your web browser you may lose all of your inputted information when you try to save the form. If you are having problems with the pdf, please see the Adobe support website before contacting us.

 

A form to apply to OSCR for charitable status as a recognised Scottish Charity.

Application form 

 

Application form for incorporation as a Scottish Charitable Incorporated Organisation (SCIO).

Application form 

 

Application form (English and Welsh charities). A form for England and Wales charities applying for charitable status in Scotland.

Application form

 

A copy of OSCR's charity Trustee declaration to be completed by Charity Trustees as part of the Application process for setting up a charity.

Download document 

 

Application form* for charities wishing to wind-up or dissolve under section 16 (2)(c) of the Charities and Trustee Investment (Scotland) Act 2005.

This is an interactive pdf form. Before you put any information on the form you need to 'Save As' onto your device. If you don't do this and open the pdf from your web browser you may not be able to save any of your information.

We recommend you open the file from your device using Adobe Reader, which is free to download. If you are having problems with the pdf, please see the Adobe support website before contacting us.


Application form 

 

An application form* for charities wishing to obtain OSCR's consent to change the legal name.

This is an interactive pdf form. Before you put any information on the form you need to 'Save As' onto your device. If you don't do this and open the pdf from your web browser you may not be able to save any of your information.

We recommend you open the file from your device using Adobe Reader, which is free to download. If you are having problems with the pdf, please see the Adobe support website before contacting us.


 Application for charities to obtain OSCR's consent

An application form* for charities wishing to obtain OSCR's consent to change their charitable purposes.

This is an interactive pdf form. Before you put any information on the form you need to 'Save As' onto your device. If you don't do this and open the pdf from your web browser you may not be able to save any of your information.

We recommend you open the file from your device using Adobe Reader, which is free to download. If you are having problems with the pdf, please see the Adobe support website before contacting us.

An application form for charities wishing to obtain OSCR's consent to change their charitable purposes.

 

Application form* for charities seeking consent to amalgamate with another body under section 16(2)(b) of the Charities and Trustee Investment (Scotland) Act 2005.

This is an interactive pdf form. Before you put any information on the form you need to 'Save As' onto your device. If you don't do this and open the pdf from your web browser you may not be able to save any of your information.

We recommend you open the file from your device using Adobe Reader, which is free to download. If you are having problems with the pdf, please see the Adobe support website before contacting us.


Application

 

Application form* for Consent to Apply to Court. Please read ‘Making Changes to your Charity’ before completing this application form.

This is an interactive pdf form. Before you put any information on the form you need to 'Save As' onto your device. If you don't do this and open the pdf from your web browser you may not be able to save any of your information.

We recommend you open the file from your device using Adobe Reader, which is free to download. If you are having problems with the pdf, please see the Adobe support website before contacting us.


Application for Consent to Apply to Court

 

Notification form* for changes made under Section 17 of the Charities and Trustee Investment (Scotland) Act 2005.

This is an interactive pdf form. Before you put any information on the form you need to 'Save As' onto your device. If you don't do this and open the pdf from your web browser you may not be able to save any of your information.

We recommend you open the file from your device using Adobe Reader, which is free to download. If you are having problems with the pdf, please see the Adobe support website before contacting us.


Application form

 

Application form* for Approval of a Charity Reorganisation Scheme

This is an interactive pdf form. Before you put any information on the form you need to 'Save As' onto your device. If you don't do this and open the pdf from your web browser you may not be able to save any of your information.

We recommend you open the file from your device using Adobe Reader, which is free to download. If you are having problems with the pdf, please see the Adobe support website before contacting us.


Application

 

Charity Reorganisation and Restricted Fund Reorganisation Newspaper Text.


Reorganisation Newspaper Text Guidance 

 

Restricted Funds Reorganisation application form*.

This is an interactive pdf form. Before you put any information on the form you need to 'Save As' onto your device. If you don't do this and open the pdf from your web browser you may not be able to save any of your information.

We recommend you open the file from your device using Adobe Reader, which is free to download. If you are having problems with the pdf, please see the Adobe support website before contacting us.


Application form

 

Application form* to Transfer SCIO Undertaking. Please read SCIOs: A Guide before completing this form.

This is an interactive pdf form. Before you put any information on the form you need to 'Save As' onto your device. If you don't do this and open the pdf from your web browser you may not be able to save any of your information.

We recommend you open the file from your device using Adobe Reader, which is free to download. If you are having problems with the pdf, please see the Adobe support website before contacting us.


Application form

 

Application form* to dissolve a solvent SCIO and guidance notes.

This is an interactive pdf form. Before you put any information on the form you need to 'Save As' onto your device. If you don't do this and open the pdf from your web browser you may not be able to save any of your information.

We recommend you open the file from your device using Adobe Reader, which is free to download. If you are having problems with the pdf, please see the Adobe support website before contacting us.


Application form 

Application form* to dissolve an insolvent SCIO and guidance notes.

This is an interactive pdf form. Before you put any information on the form you need to 'Save As' onto your device. If you don't do this and open the pdf from your web browser you may not be able to save any of your information.

We recommend you open the file from your device using Adobe Reader, which is free to download. If you are having problems with the pdf, please see the Adobe support website before contacting us.

Application form

 

To be completed if you are a charitable industrial or provident society wishing to convert to a SCIO.

This is an interactive pdf form. Before you put any information on the form you need to 'Save As' onto your device. If you don't do this and open the pdf from your web browser you may not be able to save any of your information.

We recommend you open the file from your device using Adobe Reader, which is free to download. If you are having problems with the pdf, please see the Adobe support website before contacting us.


Download document 

 

A template notice to be completed when a charitable company is converting to a SCIO.


Download form

 

You can use this form to raise a concern with us about a charity. You should read our Inquiry Policy and supporting Factsheets  before you complete the form.


Form download

 

The form for raising a concern under the Public Interest Disclosure Act 1998 (PIDA), also known as ‘whistleblowing’.


Document download 

 

Trustee waiver application form.


Application form 

< FAQSApplication form: charitable status >