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- Click ‘Get Form’ to open the it38 form in the editor.
- Begin with Part 1, 'The Disponer'. Fill in the PPS number, name, and address of the disponer. Ensure all information is typed or written in block capitals for clarity.
- Proceed to Part 2, 'The Beneficiary'. Enter the beneficiary's details including their PPS number, name, and address. Answer the residency questions accurately.
- In Part 3, indicate whether the benefit is a gift or inheritance. Provide relevant dates and specify how the benefit arose (e.g., will, deed).
- Continue to Parts 4 through 8 by providing necessary financial details regarding liabilities and taxable values. Use our platform’s features to easily input calculations.
- Finally, review your entries for accuracy before signing in Part 9. Submit your completed form electronically through our platform for convenience.
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