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Probate · National Savings & Investments

What happens to Premium Bonds when someone dies?

Premium Bonds keep their chance to win for a full 12 months after the date of death. The executor does not lose that eligibility just by taking time to deal with the rest of the estate.

They cannot be moved into a beneficiary's name. Only a handful of other NS&I products — Income Bonds, Guaranteed Growth and Income Bonds, Savings Certificates, Green Savings Bonds — can transfer directly to someone else.

NS&I sets its own release threshold, separate from any bank — and it is not part of Tell Us Once, so someone has to contact NS&I directly.

This page covers: the 12-month prize draw rule · which NS&I products can transfer and which must be cashed in · the £5,000 threshold for a grant · how to notify NS&I · reporting Premium Bonds on the IHT406.

§1

What happens to Premium Bonds when the holder dies

Premium Bonds are treated differently from an ordinary savings account. There is no interest and no fixed maturity date — instead, each £1 Bond is a separate entry into NS&I's monthly prize draw, and that entry does not stop the moment the holder dies.

12 months in the draw

Premium Bonds remain eligible for the monthly prize draw for 12 months after the date of death, still held in the deceased's name — NS&I's own bereavement guidance confirms this. The clock starts from the date of death, not the date NS&I is told.

Cashed in, not transferred

Premium Bonds cannot be moved into a beneficiary's own name — they must be repaid to the estate. A beneficiary who wants their own Premium Bonds has to buy them separately, up to the £50,000 per-person holding limit.

Prizes paid by warrant

Once NS&I has been told, any prize already won is paid by warrant — like a cheque — to the person entitled once the claim completes. Prizes from later draws follow the same way, one at a time, and cannot be paid electronically or held back to the end.

The executor chooses the timing

The executor can leave the Bonds in the draw for the full 12 months, or cash them in earlier if the estate needs the money sooner. Cashing in early stops eligibility from the month after the claim, so there is no advantage in cashing in the moment probate is granted.

§2

Other NS&I savings: some transfer, some must be repaid

The same bereavement process covers every NS&I product, but the outcome is not the same for all of them. A small group of NS&I holdings can be transferred directly into a new owner's name without being cashed in first — Premium Bonds are not among them.

NS&I product — what happens after death
Premium BondsRepay only
Must be cashed in — stays in the prize draw for 12 months firstNS&I's guidance is explicit: Premium Bonds must be repaid before moving into another person's name. They remain eligible for the draw for 12 months after death, then are cashed in and the proceeds paid to the estate.
Direct SaverRepay only
Cannot be transferred — repaid to the estateLike Premium Bonds, a Direct Saver account must be repaid rather than moved into a beneficiary's name. Interest continues to accrue until the account is closed.
Direct ISARepay + APS
Cannot be transferred — but a surviving spouse may inherit an extra ISA allowanceThe Direct ISA itself cannot be transferred and must be repaid. However, if the holder's spouse or civil partner survives them, NS&I confirms they may be entitled to an additional tax-free ISA allowance (the Additional Permitted Subscription) equal to the ISA's value.
Income BondsCan transfer
Can be transferred directly into another person's nameIncome Bonds are one of the products NS&I names as able to transfer directly to a new owner rather than being cashed in first — subject to the usual bereavement documentation.
Guaranteed Growth & Income BondsCan transfer
Can be transferred directly into another person's nameBoth Guaranteed Growth Bonds and Guaranteed Income Bonds appear on NS&I's list of products that can move directly to a new owner, without first being cashed in.
Savings Certificates (Index-linked & Fixed Interest)Can transfer
Can be transferred directly into another person's nameBoth Index-linked Savings Certificates and Fixed Interest Savings Certificates are on NS&I's transferable list — a genuinely useful option where a beneficiary wants to keep the certificate running rather than cash it out.
Green Savings BondsCan transfer
Can be transferred directly into another person's nameGreen Savings Bonds complete NS&I's list of accounts that can transfer directly rather than being repaid to the estate.
§3

Telling NS&I, and the £5,000 threshold

NS&I is not automatically told when someone dies. Registering the death and using Tell Us Once notifies most government departments and some banks — as with a bank account — but NS&I sits outside that service and has to be contacted separately, with its own much lower release threshold.

Notify NS&I directly

Contact NS&I on 08085 007 007, through its online bereavement claim form, or by post using the paper NS&I 904 form sent to NS&I, Sunderland SR43 2SB. Its current quoted response time is eight weeks once every document it needs has arrived.

Not covered by Tell Us Once

NS&I does not appear on the Tell Us Once list. Registering the death alone will not start this claim — someone must get in touch with NS&I directly, and the sooner that happens the sooner the eight-week clock starts.

What NS&I will ask for

The deceased's full name, address, date of birth and date of death; the claimant's own details as executor, administrator or next of kin; any known NS&I account details; and — above the threshold below — a Grant of Representation.

The £5,000 threshold

NS&I may ask for a Grant of Representation if the customer's total NS&I savings are £5,000 or over — and reserves the right to ask for one at any value. That is far below many banks, several of which release up to £50,000 without a grant (practice varies by bank), so a modest, NS&I-only estate can sometimes be settled without probate at all.

§4

Reporting Premium Bonds for Inheritance Tax

Premium Bonds and other NS&I holdings still count towards the value of the estate, whatever the claim threshold. The £5,000 figure above only governs whether NS&I needs to see a grant before paying out — it has nothing to do with whether the holding is reportable for Inheritance Tax, which it always is.

National Savings and Investments, including Premium Bonds, are declared to HMRC on form IHT406 — filed alongside the main IHT400 return for any estate that does not qualify as an excepted estate. See the IHT406 walkthrough and the IHT400 form guide for how the two fit together.

Interest-bearing NS&I accounts also keep earning until the account is actually closed, not until the date of death — which can create a separate estate income tax point if the administration runs on past the tax year in which the person died.

Reported on IHT406

Premium Bonds and every other NS&I product held at death are listed on IHT406, one of the schedules that accompanies IHT400 for estates over the excepted-estate limits.

Nothing here goes missing

NS&I's own guidance says an unclaimed prize is never lost — it is held until someone gets in touch, with no time limit on making the claim. A Premium Bond bought decades ago and never claimed is still worth pursuing today.

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FAQ

Common questions

01Can Premium Bonds be transferred to a beneficiary instead of being cashed in?

No. NS&I's own bereavement guidance is explicit that Premium Bonds must be repaid before moving into another person's name. Only certain other NS&I holdings can transfer directly to a new owner — Income Bonds, Guaranteed Growth Bonds, Guaranteed Income Bonds, Index-linked and Fixed Interest Savings Certificates, and Green Savings Bonds.

Premium Bonds and Direct Saver accounts are not on that list. The executor cashes them in and the proceeds become part of the estate. A beneficiary who wants their own Premium Bonds has to buy them separately, subject to the £50,000 per-person holding limit.

02How long do Premium Bonds keep entering the prize draw after someone dies?

Twelve months from the date of death — not from the date NS&I is told. NS&I's guidance states Premium Bonds "remain eligible for the draw for 12 months after the date of death in the existing NS&I holder's name."

The executor can choose to leave the Bonds in the draw for some or all of that period, or cash them in earlier. Bonds cashed in early stop being eligible for draws from the month after they are claimed.

03Do you need a grant of probate to claim Premium Bonds?

It depends on the size of the holding. NS&I may ask for a Grant of Representation (probate, or letters of administration if there is no will) if the customer's total NS&I savings are £5,000 or over — and reserves the right to ask for a grant at any value.

That threshold is markedly lower than many UK banks, several of which publish a general release ceiling around £50,000 without a grant — though practice varies, and some banks decide case by case rather than publishing a fixed figure at all. Below £5,000, a death certificate and the completed claim form are usually enough.

04What happens to prizes won after the death?

Once NS&I has been told of the death, any prize already won is paid by warrant — like a cheque — to the person entitled to the money, once the claim is complete.

Prizes won in later draws during the 12-month eligibility period are also paid by warrant, one at a time, as each draw happens. They cannot be paid electronically or held back and paid together at the end of the period.

05Is NS&I covered by Tell Us Once?

No. NS&I is not on the list of organisations that the Tell Us Once service notifies after a death is registered. Someone has to contact NS&I directly — by phone on 08085 007 007, online through NS&I's bereavement claim form, or by post using the paper NS&I 904 form sent to NS&I, Sunderland SR43 2SB.

NS&I's current quoted response time is eight weeks once it has everything it needs — worth starting early rather than assuming it is already in hand.

06Are Premium Bonds part of the taxable estate for Inheritance Tax?

Yes. Premium Bonds and other NS&I holdings count towards the value of the estate and are reported to HMRC on form IHT406, filed alongside the main IHT400 return.

Interest also keeps accruing on interest-bearing NS&I accounts until they are closed — which can create a separate estate income tax point if administration runs on past the tax year of death.

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