Owner in a trust we look after? Update Details
Arise Software

Update Details

Update your details

If you have questions, contact your trust's office.

  1. 1Trusts
  2. 2About you
  3. 3Changes
  4. 4Proof
  5. 5Send

Step 1 of 5Which trusts are you an owner in?

Tick every trust that should get your new details. Each trust's office will check and update its own records.

Trusts

No trusts are taking updates here yet. Please contact your trust's office.

Step 2 of 5About you

Are you the owner?

Your details

As the trust knows the owner, so the office can find the right person.

For example a maiden name or a name before a deed poll.

Date of birth

For example 27 3 1958

If you know it. It's on letters and statements from the trust.

How can the office contact you about this?

Give at least one. If you give an email address, we'll email you your reference number.

Step 3 of 5What would you like to update?

Tick everything that has changed.

Things to update

New postal address

New phone or email

Fill in only what's new.

New bank account

A New Zealand bank account in your name. You'll add proof of it on the next step.

Bank, branch, account and suffix, for example 12-3456-0123456-00

IRD number

8 or 9 digits, for example 123-456-789

New name

Fill in the parts that are changing. You'll add the certificate or deed poll on the next step.

Something else

Step 4 of 5Proof of identity

A clear photo from your phone is fine: all four corners, no glare, easy to read. JPG, PNG, HEIC or PDF, up to 10 MB each.

Your photo IDDriver licence, passport or 18+ card
Needed
    Proof you can act for the ownerFor example an enduring power of attorney, a court order or letters of administration
    Needed
      Proof of the bank accountA bank statement, deposit slip or banking app screenshot showing the name and account number
      Needed
        Name change documentMarriage certificate, deed poll or similar
        Needed
          Proof of addressA recent bill or letter. Helpful, not required.
          Optional
            Anything else that helpsOptional
            Optional

              Step 5 of 5Check and send

              Your answers will show here.

              Your details and documents go only to the offices of the trusts you ticked. Documents are deleted after the update is finished. More about privacy