Update a party (and confirm funding eligibility)

Why?

• Party records should be kept up to date in RMS, because party information is displayed on certificates and forms.
• Other providers will use party information when delivering their services.

Verifying identity

The first time you meet with the party you should ideally view their identification and update their party record to show that their identity has been confirmed. This is not required, but it's recommended that you do so in order to make sure you have the correct spelling of the name and date of birth.

Forms of identification include e.g.:

• New Zealand or overseas passport
• New Zealand driver's licence
• New Zealand firearms licence
• New Zealand 18+ card (Hospitality Association)
• New Zealand full birth certificate
• a credit card, debit card, or EFTPOS card issued by a registered New Zealand bank (name and signature must be on the card).

How?

1. Collect the information and perform initial party checks if required, and search for the party in RMS.

2. Complete the funding declaration form with the party present and sign the form together.

3. In the party record, select the Edit button. Enter the funding details in the Funding Evidence Verification section and update other sections as appropriate.

   

4. Select the Save button.

   Key points!

   • You can only update parties who are linked to you (either you created the party record or you are the provider of the FDR service).
   • If you are updating the Party at risk indicator, you do not need to select the 'Edit' button. Select the tick box and RMS will ask you to confirm whether you want to hide their contact details. If the party is no longer at risk, you will need to contact RMS Support to update the party record.
   • The date validated is the date on which you viewed the party's proof of identity (if applicable). If the party has already seen another Family Legal Advice Service or FDR provider, their identity may already be validated in RMS.
   • The start date in the Funding Evidence Verification section is the same day as the funding eligibility assessment was completed by you (or another FDR or FLAS provider).

What next?

Once you have updated the party, you can add them to a dispute.