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Settlors of trusts disclosure - IR462

Use this form to disclose a settlement of a trust where no trustee was resident in New Zealand at the time of settlement, or the trustee later became non-resident.

It can also be used where the settlement is made by a nominee for another person, or is of a nominal amount, and no trustee was resident in New Zealand at the time of settlement.

You will need:

  • trusts's IRD number
  • settlor's IRD number
  • names and addresses of trustees
  • a copy of the trust deed and any amendments that may alter the nature of the trust and/or the beneficiaries

After you finish

Print, sign and post the completed form to your nearest Inland Revenue office listed on the form.

You may wish to keep a copy of this form for your personal records.