Get Uk Ns&i 904 2023-2026

Completing the UK NS&I 904 form online can help you efficiently manage the savings of a deceased customer. This guide offers step-by-step instructions to assist you in filling out the form correctly, ensuring that you provide the necessary information to facilitate the claims process.

Follow the steps to properly fill out the UK NS&I 904 form online.

1. Click ‘Get Form’ button to access the NS&I 904 form in an editable format.
2. Fill in the customer’s personal details. Ensure to provide their title, surname, forenames, address, postcode, date of birth or age, date of death, National Insurance number, and place of death. If the customer lived at the provided address for less than three years, include their previous address and postcode.
3. Indicate the status of the savings. Specify if any of the savings are held jointly or in trust and list any relevant account numbers associated with accounts such as Children’s Bonds, Direct ISAs, and Premium Bonds.
4. If there is a Will, complete section 3 by providing the full name(s) of the Executor(s) as stated in the Will. If a Grant of Probate is being obtained, indicate in section 3.
5. If there is no Will, complete section 4. State if you are obtaining a Grant of Letters of Administration, and provide the names of the Administrator(s) if applicable.
6. In section 5, provide details about joint accounts and indicate if you want Premium Bonds to remain in prize draws. Fill in the bank account details where the funds should be paid.
7. In section 6, enter your personal details and signature(s). Include your title, surname, forenames, address, nationality, and phone number. State your relationship to the customer and indicate whether you are next of kin or claiming in another capacity.
8. After completing the form, review all information for accuracy. You can save the changes, download, print, or share the form as necessary.

Complete your documents online to facilitate the claims process.