Get Iht406

The Iht406 form is essential for reporting bank and building society accounts held by a deceased person. This guide will walk you through filling out the form online with clear, step-by-step instructions to ensure you provide all necessary information accurately.

Follow the steps to complete the Iht406 form online.

1. Press the ‘Get Form’ button to access the Iht406 form and open it in your preferred document editor.
2. Begin by entering the name of the deceased in the designated field, followed by the date of death in the format DD MM YYYY. If you have the IHT reference number, include it here as well.
3. In Section 1, provide details for each bank or building society account that the deceased held solely. List the name of the bank or building society, the account number or reference number, and the total amount held at the date of death, including interest.
4. For National Savings Accounts, move to Section 2. Indicate the type of account (such as an Investment or Direct ISA), followed by the account number and the amount held at the date of death.
5. In Section 3, if the deceased held Premium Bonds, fill in the bond number, the bond value at the date of death, and the value of any unclaimed or uncashed prizes to calculate the total.
6. Section 4 is for any other National Savings and Investments products. Provide the name of the product, certificate number, and the amount held at the date of death.
7. Sum the totals for National Savings and Investments from the previous sections in the designated field to finish that segment of the form. Be sure to copy these amounts to the appropriate boxes on form IHT400.
8. Once you have filled all relevant sections and double-checked for accuracy, you can save your changes, download a copy of the form, print it, or share it as needed.

Complete your Iht406 form online now to ensure accurate reporting of the deceased's bank and financial accounts.