About this form

IR462 discloses the settlors of a trust, the nature and date of settlements, and trustee details.

Filing and use

Attach a copy of the trust deed and relevant amendments. If the trust has no IRD number, complete IR596 and return it with this form.

Related forms and guides

• Estate or trust income tax return (IR6)
• IRD number application – non-individual (IR596)

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