TRSM93020 - How to: contents: get proof of registration: contents: downloading a proof of registration document

This guidance provides information on how get a proof of registration document online.

Once the registration process has been completed, if the trustee or agent needs to download a proof of registration document to provide to a relevant person (seeÌýTRSM70030), they will need to sign out of the Trust Registration Service and then sign back in again to download the proof of registration document.

A trustee will need to claim the trust before downloading a proof of registration document if they did not register the trust and have not updated the trust’s details online since it was registered. See TRSM92010 for information on how to claim a trust.

A trustee can download a proof of registration document by completing the following steps:

1.ÌýGo toÌý/guidance/manage-your-trusts-registration-service

Alternatively, go to www.gov.uk and search ‘Manage your trust’s details�.

2.ÌýRead the guidance on the page about getting proof of registration.

3.ÌýSelect the green ‘Start nowâ€� button to access the ‘Sign in using Government Gatewayâ€� page. The green ‘Start nowâ€� button can be found in the ‘Using the online serviceâ€� section of the guidance near the bottom of the page.

4.ÌýEnter the trust’s Government Gateway user ID and password and select ‘Sign inâ€�.

5.ÌýConfirm if an agent is managing the trust’s online register for the trustees by answering ‘Yesâ€� or ‘Noâ€� and then select ‘Continueâ€�.

6.ÌýAnswer the security questions shown on screen.

The answers the trustee gives must match the information provided when the trust was registered or last updated online. This includes any spaces between or after words.

7.ÌýCheck that the information has been entered correctly and select ‘Submitâ€�. The trustee will be notified on screen if they have successfully answered the security questions.

8.ÌýRead the information on screen and select ‘Start maintaining this trustâ€�.

9.ÌýConfirm if the trustee wants to view the trust’s last declaration by answering ‘Yesâ€� or ‘Noâ€� and then select ‘Continueâ€�.

10.ÌýSelect ‘Get proof of the trust’s registrationâ€� when the trustee is asked what they want to do next and then ‘Continueâ€�.

11.ÌýConfirm if the trustee needs to make any changes to the trust’s details by answering ‘Yesâ€� or ‘Noâ€�.

If no changes are required, the trustee will be taken to the ‘Give feedback' screen.

12.ÌýCheck the top right-hand corner of the ‘Give feedbackâ€� screen. The trustee will see that the document appears to download.

13.ÌýSelect the download to open a PDF copy of the trust’s proof of registration.