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Get UK IHT423 2020-2024

Direct Payment Scheme bank or building society account Schedule IHT423 When to use this form Fill in this form if you want to pay the Inheritance Tax that s due by transferring money from the deceased s bank or building society account s. Deceased s account details Name of bank or building society In words Sort code Amount to be transferred In figures Account number Transfer to HM Revenue and Customs 0 8 3 2 1 0 Building society account roll or reference number 1 2 0 0 1 1 3 6 Turn to page 2 and sign the declaration. It s important that everyone who s applying for the grant of representation or confirmation to the estate of the deceased signs this form. IHT423 Page 1 7002621 HMRC 07/18 Declaration The amount shown on page 1 is required to pay all or part of the Inheritance Tax due. Do not use this form for National Savings and Investment NS I payments. Before filling in this form please read the guidance notes about Direct Payment Scheme in the IHT400 Notes. Deceased s surname Deceased s first name s You should fill in a separate form for each account. If you need help For more information go to www. gov*uk/inheritance-tax or you can phone the Inheritance Tax Helpline on 0300 123 1072. If you re calling from outside of the UK phone Date of death DD MM YYYY Inheritance Tax reference number Where to send this form The form should be sent to the bank or building society concerned and not to HM Revenue and Customs Transfer details I have applied for a grant of representation or confirmation for the estate of the deceased* I request that the amount shown below is transferred from the deceased s account to HM Revenue and Customs HMRC to pay the Inheritance Tax due. If HMRC needs to repay the tax paid before the grant or confirmation is issued they are authorised to return the money to the account shown on page 1. Representative 1 Surname First name s Postcode Rest of address including house or flat number Signature Date DD MM YYYY Page 2. Do not use this form for National Savings and Investment NS I payments. Before filling in this form please read the guidance notes about Direct Payment Scheme in the IHT400 Notes. Deceased s surname Deceased s first name s You should fill in a separate form for each account. If you need help For more information go to www. Deceased s surname Deceased s first name s You should fill in a separate form for each account. If you need help For more information go to www. gov*uk/inheritance-tax or you can phone the Inheritance Tax Helpline on 0300 123 1072. If you re calling from outside of the UK phone Date of death DD MM YYYY Inheritance Tax reference number Where to send this form The form should be sent to the bank or building society concerned and not to HM Revenue and Customs Transfer details I have applied for a grant of representation or confirmation for the estate of the deceased* I request that the amount shown below is transferred from the deceased s account to HM Revenue and Customs HMRC to pay the Inheritance Tax due.

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