Get Iht122

The IHT122 form is essential for applying for an inheritance tax reference following a chargeable event. This guide will walk you through the process of completing the form online, ensuring that you provide all necessary information accurately and efficiently.

Follow the steps to complete the IHT122 form successfully.

1. Click 'Get Form' button to obtain the form and open it in the editor.
2. Begin by providing your contact information in the designated fields, including the surname or company name in capital letters, first names, and reference number if applicable. Ensure to fill in the complete address where you would like the reference and payslip sent, including postcode and country, along with your phone number.
3. Complete Section 1 if you are reporting details about the deceased. Fill in the title, surname, first names, date of birth, date of death, and National Insurance number as specified in boxes 6 to 12.
4. If applicable, move to Section 2 to provide information about the transferor. Enter the title, surname, first names, date of birth, National Insurance number, and the date of the chargeable event for the transferor as detailed in boxes 13 to 19.
5. For all other IHT100 forms, complete Section 3 with the settlor's information. Fill in the required fields including title, surname, first names, date of settlement, date of birth, date of chargeable event, and National Insurance number as specified in boxes 20 to 27.
6. After you have filled in all relevant sections, carefully review the information for accuracy. Make any necessary corrections before proceeding.
7. Finally, save your changes, download the completed form for your records, and print it if needed. Ensure to share or submit the form in accordance with the requirements.

Complete your documents online today for a smoother process.