Get Iht406

The Iht406 form is essential for reporting the bank and building society accounts of a deceased individual. This guide provides a step-by-step approach to filling out the form online, ensuring that you accurately report the necessary information to manage the deceased's estate.

Follow the steps to complete the Iht406 form online effectively.

1. Press the ‘Get Form’ button to obtain the Iht406 form and ensure it's opened in a suitable editor for online completion.
2. Begin filling in the name of the deceased in the designated field.
3. Enter the date of death in the format of DD MM YYYY.
4. If applicable, include the Inheritance Tax reference number, if known.
5. Provide details for each bank and building society account held solely by the deceased: enter the name of the bank or building society, account number, and the total amount held (including interest) at the date of death.
6. For National Savings Accounts, specify the type of account, account number, and the amount held at the date of death.
7. List any Premium Bonds held by the deceased, including the holder number, bond number, the bond value at the date of death, and the value of any unclaimed or uncashed prizes.
8. Calculate the total amount for the Premium Bonds and enter this amount as directed.
9. For other National Savings and Investments products, provide the product name, certificate number, and amount held at the date of death.
10. After completing all sections, review the information for accuracy and ensure all totals are correctly calculated.
11. Once finalized, save changes, download, print, or share the completed form as required.

Complete your Iht406 form online today to manage your documents effectively.