Get the free IHT217 Claim to transfer unused nil rate band for ... - Probate Forms

Claim to transfer unused nil rate band for excepted estates When to use this form Use this form to claim a transfer of unused nil rate band if: the person who has died now, died on or after 6 April

How to fill out iht217 claim to transfer

How to fill out iht217 claim to transfer:

1. Start by downloading the iht217 form from the official government website or obtain a physical copy from a relevant authority.
2. Fill out your personal details in the first section of the form, including your name, address, and contact information.
3. Provide the necessary information about the deceased person, such as their full name, date of death, and their relationship to you.
4. Declare if the deceased person had made any lifetime gifts, such as transfers of money, properties, or other assets, within seven years of their death. If yes, provide the details of these gifts.
5. Indicate the value of the estate being transferred, including any assets, properties, investments, or other financial resources.
6. If there are any debts or liabilities related to the estate, list them in the corresponding section of the form.
7. If the transferor owned any joint property, provide details about the co-owner(s) and the value of the share being transferred.
8. Declare if you have received or are expecting to receive any other transfers or inheritance from the deceased person or another source. If yes, specify the nature and value of these transfers.
9. Attach any necessary supporting documents, such as copies of the will, probate documents, and any relevant financial statements.

Who needs iht217 claim to transfer:

1. Individuals who are the beneficiaries of a deceased person's estate and wish to claim the transfer of assets.
2. Executors or administrators of the deceased person's estate who need to facilitate the transfer process.
3. Individuals who have been gifted assets or properties by the deceased person within seven years of their death and are now seeking to transfer those assets legally.

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