The forms
79 forms tracked today — HMCTS probate applications, HMRC Inheritance Tax schedules and returns, Office of the Public Guardian power-of-attorney forms, Land Registry transfers, and the DWP and DVLA notifications a household makes after a death. Every entry carries GOV.UK's own version date and the date a live request last confirmed that page. Five of them have no downloadable file at all, and say so.
Applying for probate
5 formsThe grant itself, and the forms that sit around it when an executor cannot or will not act.
Probate application (with a will)
Apply for the Grant of Probate when the deceased left a valid will.
Current version: December 2025 · confirmed on GOV.UK 23 August 2026
Probate application (no will · intestacy)
Apply for Letters of Administration when there is no will.
Current version: February 2025 · confirmed on GOV.UK 23 August 2026
Give up (renounce) your right to act as executor
Give up (renounce) your right to act as executor, if you were named but don't want the role.
Current version: December 2024 · confirmed on GOV.UK 23 August 2026
Report a will is lost to support a probate application
PA13 is the HMCTS questionnaire you complete when you're applying for probate yourself and can only produce a copy of the will — not the signed original.
Current version: August 2025 · confirmed on GOV.UK 23 August 2026
Apply to stop a grant of probate by post
PA8A is the HMCTS form used to enter a caveat — a notice that stops a grant of probate being issued on an estate for 6 months, without saying why.
Current version: August 2026 · confirmed on GOV.UK 23 August 2026
Inheritance Tax
29 formsThe IHT400 account and every schedule that attaches to it, plus the reference, the payment route and the corrections.
Inheritance Tax account
The full Inheritance Tax account — the form an estate files when it is not an excepted estate, and the spine the IHT schedules attach to.
Current version: August 2026 · confirmed on GOV.UK 23 August 2026
Claim for relief — loss on sale of shares
Form IHT35 lets the executors or administrators who paid Inheritance Tax on the deceased's listed shares claim a refund when those shares are sold at a loss within twelve months of death — the claim itself must reach HMRC within four years of that window closing.
Current version: November 2022 · confirmed on GOV.UK 23 August 2026
Claim for relief — loss on sale of land
Form IHT38 lets the executors or administrators who paid Inheritance Tax on the deceased's land or buildings claim a refund when that property is sold at a loss within three years of death — extended to four years for a loss-making sale only — with the claim itself possible up to seven years after death.
Current version: May 2026 · confirmed on GOV.UK 23 August 2026
Apply for an Inheritance Tax reference after a chargeable event
Before Inheritance Tax can be paid on a trust charge or a lifetime transfer, HMRC needs a reference to match the payment to.
Current version: April 2025 · confirmed on GOV.UK 23 August 2026
Domicile outside the UK (and IHT401a: long-term UK residence)
IHT401 is the schedule that supports a claim the deceased was not domiciled in the UK.
Current version: May 2025 · confirmed on GOV.UK 23 August 2026
Transfer unused nil rate band
Claim the unused inheritance tax nil-rate band of a spouse or civil partner who died before the person whose estate is now being administered.
Current version: April 2025 · confirmed on GOV.UK 23 August 2026
Gifts and other transfers
IHT403 is the schedule where the 7-year rule lives.
Current version: June 2026 · confirmed on GOV.UK 23 August 2026
Jointly owned assets
Declare jointly owned assets — a schedule filed alongside the main IHT400 account.
Current version: May 2026 · confirmed on GOV.UK 23 August 2026
Houses, land and buildings
Every property in the deceased's sole name needs to be valued and reported on IHT405.
Current version: April 2026 · confirmed on GOV.UK 23 August 2026
Bank & building society accounts
IHT406 is where every bank account, savings account, ISA, and premium bond in the deceased's sole name gets listed — with the balance at the exact date of death.
Current version: August 2023 · confirmed on GOV.UK 23 August 2026
Household & personal goods
IHT407 covers everything physical in the estate that is not real property.
Current version: July 2018 · confirmed on GOV.UK 23 August 2026
Household goods donated to charity
IHT408 lets the people who inherited a deceased's household and personal goods pass some or all of them to a UK charity and claim inheritance tax exemption on their value.
Current version: August 2024 · confirmed on GOV.UK 23 August 2026
Pensions
The most common question executors ask is 'does the pension count for IHT?'
Current version: September 2023 · confirmed on GOV.UK 23 August 2026
Life assurance & annuities
Whether a life insurance payout forms part of the estate — and is therefore subject to IHT — depends entirely on whether the policy was written in trust.
Current version: June 2026 · confirmed on GOV.UK 23 August 2026
Listed stocks & shares
IHT411 covers every share and fund in the deceased's name that is listed on a public stock exchange or quoted market.
Current version: December 2022 · confirmed on GOV.UK 23 August 2026
Unlisted stocks & shares
IHT412 is the schedule for shares that don't belong on IHT411.
Current version: May 2026 · confirmed on GOV.UK 23 August 2026
Business & partnership interests
Business Relief can remove up to 100% of the value of a trading business, a partnership share, or unquoted shares from the IHT calculation.
Current version: April 2026 · confirmed on GOV.UK 23 August 2026
Agricultural relief
Agricultural Relief can remove up to 100% of the agricultural value of farmland, farm buildings and a qualifying farmhouse from the IHT calculation.
Current version: April 2026 · confirmed on GOV.UK 23 August 2026
Interest in another estate
IHT415 reports an inheritance the deceased was entitled to but had not received when they died — money, a specific item, or a share of someone else's estate.
Current version: May 2018 · confirmed on GOV.UK 23 August 2026
Debts due to the estate
Any money someone owed the deceased at the date of death is an asset of the estate — a creditor right that the executor steps into.
Current version: April 2014 · confirmed on GOV.UK 23 August 2026
Foreign assets
If the person who died was within worldwide UK IHT scope, every asset outside the UK belongs on schedule IHT417.
Current version: February 2026 · confirmed on GOV.UK 23 August 2026
Assets held in trust
IHT418 covers a trust interest the deceased could benefit from.
Current version: July 2026 · confirmed on GOV.UK 23 August 2026
Debts owed by the deceased
The estate's IHT is calculated on the net estate after deducting what the deceased owed.
Current version: May 2018 · confirmed on GOV.UK 23 August 2026
Apply for an Inheritance Tax reference
Before you can pay Inheritance Tax — or confirm there is none to pay — you need an IHT reference number from HMRC.
Current version: June 2026 · confirmed on GOV.UK 23 August 2026
HMRC retired the printable IHT422. The reference is applied for through an online service, and the reference itself arrives by post.
Direct Payment Scheme (pay IHT from the bank)
Ask a bank or building society to pay Inheritance Tax directly from the deceased's account, before probate is granted.
Current version: February 2025 · confirmed on GOV.UK 23 August 2026
Reduced rate of Inheritance Tax
Leave at least 10% of the net estate to charity and the IHT rate on the rest drops from 40% to 36%.
Current version: September 2024 · confirmed on GOV.UK 23 August 2026
Residence nil rate band (RNRB)
The Residence Nil Rate Band is worth up to £175,000 per person — or £350,000 for a couple where neither used their allowance.
Current version: April 2025 · confirmed on GOV.UK 23 August 2026
Transfer unused RNRB
The residence nil rate band can effectively double for a widow or widower: whatever percentage of the allowance the first spouse didn't use transfers to the second estate.
Current version: August 2022 · confirmed on GOV.UK 23 August 2026
Inheritance Tax: corrective account
Form C4 is the HMRC form personal representatives use to correct an Inheritance Tax account (almost always IHT400) after it has already been submitted.
Current version: January 2025 · confirmed on GOV.UK 23 August 2026
Telling organisations someone has died
4 formsThe notifications that stop payments, cancel documents and move a title — three of these are services now, not forms.
Notification of death (DWP)
Short DWP form — the registrar’s certificate of registration of death — that stops the deceased’s State Pension, Universal Credit, PIP, ESA, Pension Credit and other DWP benefits.
Current version: December 2024 · confirmed on GOV.UK 23 August 2026
There is no BD8 to download. The registrar prints and hands you the certificate when you register the death — it is not published as a file anywhere.
Tell Us Once — notify government of a death
Gov.uk's cross-agency death-notification service.
Current version: December 2024 · confirmed on GOV.UK 23 August 2026
Tell Us Once is a service, not a form. The registrar gives you a reference number and you complete it online or by phone.
Cancel a passport after a death
HM Passport Office notification that a passport holder has died.
Current version: January 2023 · confirmed on GOV.UK 23 August 2026
Notify DVLA of a death (driving licence)
There is no DVLA form called D40 — the process is a short cover letter returning the physical driving licence by post, or via Tell Us Once if used at death registration.
Current version: September 2016 · confirmed on GOV.UK 23 August 2026
There is no form to download. DVLA is told about a death online or by post using the licence itself — there is no printable DVLA death-notification form.
Money, benefits and tax returns
8 formsWhat the household can claim after a death, and the returns the estate itself has to file.
Bereavement Support Payment
Claim Bereavement Support Payment after the death of a spouse, civil partner or cohabiting partner.
Current version: February 2026 · confirmed on GOV.UK 23 August 2026
Funeral Expenses Payment
A DWP payment toward burial or cremation fees and other funeral costs, for someone on a qualifying benefit who arranged the funeral.
Current version: April 2026 · confirmed on GOV.UK 23 August 2026
The button gives you Funeral Expenses Payment claim form (adult). The other official versions:
Claiming for a child’s funeral →Carer's Allowance
Carer's Allowance is £81.90 a week (2024/25) for anyone who provides 35 or more hours of care per week to someone receiving a qualifying disability benefit.
Current version: April 2026 · confirmed on GOV.UK 23 August 2026
The button gives you Carer's Allowance claim form. The other official versions:
If you already get State Pension →Claim back tax on savings & investments
Before April 2016, banks automatically deducted 20% tax from savings interest and paid it to HMRC.
Current version: November 2025 · confirmed on GOV.UK 23 August 2026
Trust & Estate tax return
The estate during administration is a taxable entity.
Current version: May 2026 · confirmed on GOV.UK 23 August 2026
Statement of income from a trust
When an estate has taxable income during the administration period (interest, rent, dividends), the personal representatives pay income tax on it via SA900.
Current version: April 2026 · confirmed on GOV.UK 23 August 2026
Trusts and estates: statement of income from trust (R185) (trust income)
Form R185(Trust Income) is the certificate trustees of an ongoing trust use to tell each beneficiary what income they received or became entitled to from the trust in a tax year, and how much tax has already been paid on it.
Current version: August 2026 · confirmed on GOV.UK 23 August 2026
Authorise an agent to deal with HMRC
If you have instructed a solicitor, accountant, or other professional to deal with HMRC about the estate, they cannot do anything until you have signed a 64-8.
Current version: July 2026 · confirmed on GOV.UK 23 August 2026
Benefits and personal admin
3 formsClaims a family member makes for themselves while caring for someone else — separate from a bereavement benefit or the estate's own paperwork.
Carer's Allowance (State Pension age)
DS700SP is the Carer's Allowance claim form for someone already getting State Pension — a separate version of the standard DS700, used because a State Pensioner's claim runs into the overlapping benefit rule from the start.
Current version: April 2026 · confirmed on GOV.UK 23 August 2026
Attendance Allowance
AA1 is how someone who has reached State Pension age, and needs help with personal care because of a disability or illness, claims Attendance Allowance — a benefit that isn't means-tested and isn't reduced by savings or income.
Current version: November 2025 · confirmed on GOV.UK 23 August 2026
Pension Credit
PC1 is the paper claim form for Pension Credit — a means-tested benefit that tops up the income of someone who has reached the qualifying age, currently 66 — often filled in by an adult child or attorney on a parent's behalf.
Current version: March 2026 · confirmed on GOV.UK 23 August 2026
The button gives you Pension Credit claim form (PC1). The other official versions:
PC1 notes — the guidance booklet →PC1H — required if savings/investments are over £10,000 →Property, land and shares
6 formsMoving what the deceased owned into the names of the people entitled to it.
Assent property to a beneficiary
When someone dies leaving a property, and that property is to go to a beneficiary rather than be sold, the mechanism is an assent.
Current version: April 2024 · confirmed on GOV.UK 23 August 2026
Apply to change the register
Any time you need to change who owns a property — removing a deceased person from a joint title, transferring it to a beneficiary, or making a restriction.
Current version: December 2025 · confirmed on GOV.UK 23 August 2026
Remove a deceased joint owner from a title
When a jointly-owned property passes to the surviving owner by survivorship, the legal title transfers automatically on death — no probate required.
Current version: August 2026 · confirmed on GOV.UK 23 August 2026
Transfer shares (stock transfer form)
Transfer certificated shares out of the estate into the name of the person inheriting them.
Current version: August 2023 · confirmed on GOV.UK 23 August 2026
There is no J30 to download from GOV.UK. The stock transfer form is issued by the company’s share registrar, not by government — HMRC publishes only the guidance on completing one and on the stamp duty that may be due.
Transfer of registered title
Form TR1 is HM Land Registry's prescribed form for transferring the WHOLE of a registered title — used when personal representatives sell the deceased's property to a third-party buyer, or transfer it for value to one beneficiary who is buying out the others.
Current version: January 2024 · confirmed on GOV.UK 23 August 2026
Enter a restriction on a title
Form RX1 is HM Land Registry's application to enter a restriction on a registered title — used in an estate to protect a severed joint tenant's share, or a beneficiary's equitable interest, that isn't yet reflected on the register.
Current version: August 2023 · confirmed on GOV.UK 23 August 2026
Power of attorney and mental capacity
10 formsMade before capacity is lost, or applied for through the Court of Protection after.
Lasting Power of Attorney — property & finances
Make a Lasting Power of Attorney for property and financial affairs.
Current version: April 2026 · confirmed on GOV.UK 23 August 2026
Lasting Power of Attorney — health & welfare
The LP1H gives your chosen attorneys the authority to make decisions about your personal care and medical treatment when you cannot make those decisions yourself.
Current version: April 2026 · confirmed on GOV.UK 23 August 2026
Notify people of a Lasting Power of Attorney
If the donor named any 'people to be notified' in their LPA (Section 6 of LP1F or LP1H), those people must receive form LP3 before the LPA is sent to the OPG for registration.
Current version: April 2026 · confirmed on GOV.UK 23 August 2026
Register an Enduring Power of Attorney
Register an Enduring Power of Attorney made before October 2007, once the donor has lost mental capacity.
Current version: April 2026 · confirmed on GOV.UK 23 August 2026
Court of Protection application
The Court of Protection is where you go when someone has lost mental capacity and there is no Lasting Power of Attorney.
Current version: May 2025 · confirmed on GOV.UK 23 August 2026
Annex A — financial information
COP1A is the financial annex to a COP1 deputyship application — income, bank accounts, property, possessions and debts, filed with COP1, never alone.
Current version: January 2025 · confirmed on GOV.UK 23 August 2026
Assessment of capacity
COP3 is the Court of Protection's capacity-assessment form — filed with a COP1 application, never alone.
Current version: July 2023 · confirmed on GOV.UK 23 August 2026
Deputy's declaration
COP4 is the Court of Protection Deputy's declaration — the proposed deputy's own circumstances and a set of formal undertakings, filed with COP1 and COP3, never alone.
Current version: August 2015 · confirmed on GOV.UK 23 August 2026
Witness statement
COP24 is the Court of Protection's standard witness statement — for anyone giving written evidence about a person who lacks capacity, unless the court has directed evidence by affidavit instead, which is COP25.
Current version: May 2020 · confirmed on GOV.UK 23 August 2026
Affidavit
COP25 is the Court of Protection's sworn affidavit — used only when the court, a rule, a practice direction, or another enactment has specifically required evidence to be given this way, rather than as a standard COP24 witness statement.
Current version: December 2017 · confirmed on GOV.UK 23 August 2026
Self Assessment and personal tax
8 formsThe deceased's own tax return for their final part-year — separate from any tax the estate itself owes during administration.
Self Assessment tax return
Form SA100 is HMRC's Self Assessment tax return, and for a personal representative it covers one specific slice of time: the deceased's income from 6 April of that tax year up to the date they died.
Current version: April 2026 · confirmed on GOV.UK 23 August 2026
Employment (SA supplement)
Form SA102 is the employment supplement to SA100 — one page per employment or directorship, reporting the pay, tax, benefits and expenses that go with a PAYE job, taken from the P45 or P60 the employer issues.
Current version: December 2025 · confirmed on GOV.UK 23 August 2026
Self-employment — short
Form SA103S is the short self-employment supplement to SA100 — turnover, expenses and net profit or loss for a sole trader's business with takings under £90,000, up to the date trading actually stopped.
Current version: December 2025 · confirmed on GOV.UK 23 August 2026
Self-employment — full
Form SA103F is the full self-employment supplement to SA100 — six pages covering turnover, a paired allowable/disallowable expenses breakdown, capital allowances, taxable-profit adjustments, losses, and an optional balance sheet, for a sole trader whose turnover was £90,000 or more, or whose accounts don't fit SA103S's simpler conditions.
Current version: December 2025 · confirmed on GOV.UK 23 August 2026
UK property income
Form SA105 is the UK property supplement to SA100 — for a personal representative, it reports the deceased's own rental income from 6 April of that tax year up to the date they died, never the rental income the estate itself collects afterwards during administration, which is a separate filing.
Current version: April 2026 · confirmed on GOV.UK 23 August 2026
Foreign income
Form SA106 is the Foreign supplement to SA100 — for a personal representative, it reports the deceased's own foreign income, from overseas savings, dividends, pensions and property, up to the date they died, and claims Foreign Tax Credit Relief for tax already paid abroad on it.
Current version: April 2026 · confirmed on GOV.UK 23 August 2026
Trusts etc — estate, trust and settlor income
Form SA107 is the Trusts etc supplement to SA100 — where a residuary beneficiary declares income reported to them on a form R185, most often from a deceased person's estate during administration.
Current version: December 2025 · confirmed on GOV.UK 23 August 2026
Capital gains summary
Form SA108 is the capital gains supplement to SA100 — where a beneficiary who has sold an inherited asset, or an estate itself, declares a chargeable gain measured from its value at the date of death, not what the deceased originally paid for it.
Current version: April 2026 · confirmed on GOV.UK 23 August 2026
Other tax situations
1 formTax matters that sit outside the deceased's standard final return — non-residence, split-year treatment, and other filings that only come up in specific estates.
Residence, remittance & FIG
Form SA109 is the residence supplement to SA100 — declaring UK residence status when it isn't the standard case, and for a personal representative, filed when the deceased was non-UK resident, non-domiciled, mid-split-year, or held foreign income, gains or offshore trust interests at death.
Current version: April 2026 · confirmed on GOV.UK 23 August 2026
Joint property and tax elections
1 formA live election a couple makes about their own income, not part of administering anyone's estate — included because it sits on the same tax-and-property ground as everything above it.
Income Tax: declaration of beneficial interests in joint property and income (Form 17)
Form 17 lets a married couple or civil partners, living together, tell HMRC to tax them on their actual, unequal share of a jointly-owned property or investment, instead of the automatic 50/50 split the law otherwise applies.
Current version: April 2016 · confirmed on GOV.UK 23 August 2026
Form 17 is not published as a downloadable PDF. It's completed on-screen at HMRC's own interactive iForms service, then printed, signed by hand by both spouses or civil partners, and posted — it cannot be part-saved or downloaded as a file.
Business & company filings
4 formsCompanies House filings that keep a company compliant — including one that becomes urgent the moment an executor is running a deceased relative's business.
Confirmation statement
Form CS01 is Companies House's confirmation statement — the annual filing that confirms the information already on the public register (officers, people with significant control, registered office, share capital) is still correct, due within 14 days of the confirmation date every 12 months.
Current version: February 2026 · confirmed on GOV.UK 23 August 2026
Change a director's details
CH01 lets a serving company director update their own details on the public Companies House register — a change of name, address, nationality or country of residence — within 14 days of the change taking effect.
Current version: November 2025 · confirmed on GOV.UK 23 August 2026
Appoint a director
AP01 tells Companies House that a company has appointed a new director — a notice that must reach the registrar within 14 days of the appointment taking effect, though the form itself doesn't create the appointment.
Current version: November 2025 · confirmed on GOV.UK 23 August 2026
AP01 is filed through Companies House's online service — GOV.UK does not publish a downloadable PDF version of this form.
Remove a director
TM01 tells Companies House that someone has stopped being a director — including where they've died in office — and has to reach the registrar within 14 days of the date the appointment ended.
Current version: November 2025 · confirmed on GOV.UK 23 August 2026
How this stays current
Every download link on this page goes straight to GOV.UK's own page for that form. It isn't a copy we've made and hope stays right — it's the same page GOV.UK maintains, so nothing here can quietly become a stale edition on our end.
The version date printed next to each form is a separate, slower signal — a record of when our own watcher last confirmed that form's status against GOV.UK. If you'd rather be told the moment something changes than check back yourself, that's what the notice below is for.
Questions, answered.
Are these the exact same forms as GOV.UK's?
Yes. We host none of these forms ourselves — every download on this page goes straight to GOV.UK's own page for that form, so there's nothing here that can quietly be an old edition.
What happens if a form on this page is withdrawn or replaced?
This page's own watcher checks every tracked form against GOV.UK. If one is withdrawn, that entry switches to a plain notice linking to GOV.UK's current guidance instead of a dead download — never a broken link.
How do I find out if a form has changed since I last used it?
Leave an email in the notice below and we'll tell you if a form tracked on this page is revised or replaced — once, when it actually happens, then nothing else.
Do I need a solicitor to use any of these forms?
No — none of these forms require a solicitor to submit. Most executors and attorneys complete them directly with the relevant registry (HMCTS, HMRC, or the Office of the Public Guardian).