Iht423 form 2026

1. Click ‘Get Form’ to open the iht423 form in the editor.
2. Begin by entering the name of the deceased in the designated field. This is crucial for identifying the account from which funds will be transferred.
3. Input the date of death in the format DD MM YYYY. Accurate information here is essential for processing.
4. Fill in the IHT reference number, which helps link your application to HM Revenue & Customs.
5. Provide details of the deceased’s bank or building society account, including the sort code and account number. Ensure these are correct to avoid delays.
6. Specify the amount to be transferred, both in figures and words, to ensure clarity on the transaction.
7. Complete the declaration section by having all representatives sign and date where indicated. This confirms their agreement with the transfer request.

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