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 (see TRSM70030), 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. Go to https://www.gov.uk/guidance/manage-your-trusts-registration-service

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

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

3. Select the green ‘Start now’ button to access the ‘Sign in using Government Gateway’ page. The green ‘Start now’ button can be found in the ‘Using the online service’ section of the guidance near the bottom of the page.

4. Enter the trust’s Government Gateway user ID and password and select ‘Sign in’.

5. Confirm if an agent is managing the trust’s online register for the trustees by answering ‘Yes’ or ‘No’ and then select ‘Continue’.

6. Answer 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. Check that the information has been entered correctly and select ‘Submit’. The trustee will be notified on screen if they have successfully answered the security questions.

8. Read the information on screen and select ‘Start maintaining this trust’.

9. Confirm if the trustee wants to view the trust’s last declaration by answering ‘Yes’ or ‘No’ and then select ‘Continue’.

10. Select ‘Get proof of the trust’s registration’ when the trustee is asked what they want to do next and then ‘Continue’.

11. Confirm if the trustee needs to make any changes to the trust’s details by answering ‘Yes’ or ‘No’.

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

12. Check the top right-hand corner of the ‘Give feedback’ screen. The trustee will see that the document appears to download.

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