It38 form 2026

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  1. Click ‘Get Form’ to open the it38 form in the editor.
  2. 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.
  3. Proceed to Part 2, 'The Beneficiary'. Enter the beneficiary's details including their PPS number, name, and address. Answer the residency questions accurately.
  4. 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).
  5. 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.
  6. 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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