CAJR Indexing Guidelines

The CAJR indexing guidance is under review. Please see the CAJR Team Leaders if you have any questions on indexing.

The indexing information provided here is specific to CAJR. It may vary from the general RoS Indexing and Addressing Guidelines in certain places due to the requirements of CAJR and their IT systems.

Deed Code	Deed Type	Issue	Indexing Guidance or Parties Entered
	All	indexing @SIPP	No definitive answer, as deeds usually differ; however, the general rule is to record @SIPP (Pension Trustees) Limited and @SIPP Limited, including the individuals name, only if it clearly forms part of the pension name - i.e. as trustees of @SIPP re Joe Bloggs. Then index as @SIPP re (Individuals name). See the section on Personal Pension Plans/SIPPs in the 2012 Act Manual Persons Indexing Guidelines.
13	Affidavit	who is indexed?	First name (person swearing) or deceased person
39	Agreement	who is indexed?	All parties / trust name / deceased person (receivers, consent of, administrators of - not required)
12	Assignation	who is indexed?	Assignor and assignee only
88e	(Assignation and) Variation	who is indexed?	Assignor, assignee and Landlord (or consentor)
5	Assumption	who is indexed?	Deceased or name of trust
6	Assumption & Conveyance	who is indexed?	Deceased or name of trust
6m	Assumption, Conveyance & Resignation	who is indexed?	Deceased or name of trust and person resigning
60	Bond	who is indexed?	Borrower
61	Personal Bond	who is indexed?	Borrower
76f	Road Bond	who is indexed?	Guarantor
12d	Certificate of Indebtedness	who is indexed?	Debtor
20f	Certificate of Indebtedness & Indemnity	who is indexed?	Debtor
4g	Certificate of Confirmation & Docquet	who is indexed?	Deceased
98m	Change of Name	what is indexed?	Old name and new name In the case of a child changing their name the mother also gets indexed.
14	Consent	who is indexed?	Person consenting
21h	Contribution Agreement	who is indexed?	First name (debtor)
72a	Contribution Order	who is indexed?	First name (debtor)
42f	Declinature	who is indexed?	Deceased
64	Declaration	who is indexed?	Person declaring
51	Declaration of Trust	who is indexed?	Person(s) setting up trust or name of trust
59	Deed of Appointment	who is indexed?	Deceased or name of trust
17c	Deed of Dissolution	who is indexed?	Partnership name
5a	Deed of Family Arrangement	who is indexed?	Deceased
47c	Deed of Designation & Authority	who is indexed?	Partnership name (name SP)
31a	Deed of Gift	who is indexed?	Person making gift
7f	Deed of Resignation	who is indexed?	Deceased or person resigning
31	Deed of Trust	who is indexed?	Person(s) setting up trust or name of trust
52	Deed of Variation (re person's estate)	who is indexed?	Deceased
8e	Deposit Agreement	who is indexed?	Landlord and tenant(s)
84	Discharge	who is indexed?	Deceased person or name of trust or person discharging
29	Discharge of Guarantee	who is indexed?	Person discharging
98a	Discretionary Trust	who is indexed?	Person(s) setting up trust or name of trust
24	Disposition	who is indexed?	Person disponing
23c	EIK to Confirmation	who is indexed?	Deceased
65	Extension & Variation of Lease	who is indexed?	Landlord and tenant(s)
20b	Evacuation of Special Destination	who is indexed?	Both parties
90i	Exclusive Occupancy Agreement	who is indexed?	Landlord and tenant(s)
51c	Extension of Licence	who is indexed?	Landlord and tenant(s)
10c	Fitting Out Licence	who is indexed?	Licensor & licencee (trust name, if applicable)
70i	Family Protection Trust & Statement of Wishes	who is indexed?	Person(s) setting up trust or name of trust
49	Guarantee	who is indexed?	Guarantor(s) only
67h	Personal Guarantee	who is indexed?	Guarantor(s)
66e	General Mortgage Conditions	who is indexed?	Bank or building society
18c	General Settlement	who is indexed?	Deceased
40i	Indemnity & Certificate of Indebtedness	who is indexed?	Debtor
24m	Indemnity & Guarantee	who is indexed?	Guarantor or debtor
86b	Informal Writing	who is indexed?	Deceased
10s	Joint Loan Agreement	who is indexed?	Borrower(s) and lender(s)
10	Lease	who is indexed?	Landlord / tenant (guarantor or consentor is not indexed)
92c	Licence to Occupy	who is indexed?	Licensor and licencee (trust name, if applicable)
92c	Licence to Occupy	Boyd & Co	Landlord and tenant
34	Licence for Works Agreement	who is indexed?	Landlord(s) and tenant(s)
22d	Liferent Trust	who is indexed?	Landlord / tenant / trust name
39d	Letter of Abandonment	who is indexed?	Debtor (person who the trust was taken out on)
17e	Limited Duration Tenancy	who is indexed?	Landlord(s) and tenant(s)
89c	Letter of Declinature	who is indexed?	Deceased or name of trust
35	Loan Agreement	who is indexed?	Person borrowing / lender (index borrower first, when indexing credit unions) Index the borrower first in the case of credit unions.
56m	Matrimonial Homes Declaration	who is indexed?	Person declaring
9	Minute of Agreement	who is indexed?	All parties / trust name / deceased person (receivers, consent of, administrators of - not required) If it’s the executors of someone, type their name - e.g. "John Brown's Executry".
74	Minute of Extension of Lease	who is indexed?	Landlord and tenant
30	Minute of Variation of Lease	who is indexed?	Landlord and tenant
22a	Memorandum	who is indexed?	Landlord and tenant
16	Missives	who is indexed?	Landlord and tenant
15a	Mortgage Conditions	who is indexed?	Name of bank or building society
44c	Occupancy Agreement	who is indexed?	Landlord and tenant
48e	Offer to Let	who is indexed?	Landlord and tenant
33	Offer to Loan	who is indexed?	Borrower(s) and lender(s)
76a	Parental Rights Agreement	who is indexed?	Mother and father Must always get two extracts.
37	Partnership Agreement	who is indexed?	All parties
24e	Pension Sharing Agreement	who is indexed?	Both parties
56a	Post Diploma Training Contract	who is indexed?	Trainee solicitor and employer (solicitor or company) Index the trainee first.
47n	Post Nuptial Agreement	who is indexed?