Get Iht217 Form

This guide provides step-by-step instructions for filling out the Iht217 Form online to claim the transfer of unused nil rate band from the estate of a deceased spouse or civil partner. Follow these instructions to ensure a smooth process.

Follow the steps to complete the Iht217 Form online.

1. Click 'Get Form' button to obtain the Iht217 Form and open it in your chosen online platform.
2. Begin by filling in the name of the deceased spouse or civil partner who died first.
3. Input the date of death in the format DD MM YYYY.
4. Indicate whether a grant of representation was taken out by selecting 'Yes' or 'No.' If 'Yes,' provide the date and place of the grant.
5. Complete the details of the last known permanent address of the deceased.
6. Enter the date of marriage or civil partnership and the place where it occurred.
7. Answer questions regarding the domicile status of the deceased spouse or civil partner and indicate if the estate was exempt from Inheritance Tax.
8. Provide details about any gifts made by the deceased spouse or civil partner and whether they had any jointly owned assets.
9. Complete the section regarding the nil rate band transfer available from the estate of the deceased spouse or civil partner.
10. Review and sign the declaration section at the end of the form, confirming the accuracy of the provided information.
11. Upon completing all sections, save your changes, and proceed to download, print, or share the form as needed.

Complete your Iht217 Form online to claim your transfer of unused nil rate band today.