How to Fill Out Nationwide Form IF21

Nationwide Form IF21 at a glance

What it is: Nationwide Building Society form IF21 (Mar 2007) is the Personal Representative's request for funds to cover fees.

Who signs: The Indemnity and Signature section MUST be signed by the Personal Representative.

You will need to complete a separate form for each cheque that you require.

The blank Nationwide Form IF21: print it and complete it by hand

Nationwide Form IF21 blank form, page 1
This form has no fillable fields. Print it and complete it by hand, or use the editor to type on it.

How to fill out Nationwide Form IF21, box by box

Deceased investor's details

Under Deceased investor's details, mark the Title (Mr, Mrs, Miss, Ms or Other), enter ALL forenames, the Surname, and the Sort code and Account number (including sort code if there is one).

Personal Representative's details

Under Personal Representative's details, mark X in the box that applies to you or state your title (Mr, Mrs, Miss, Ms or Other), enter ALL forenames and the Surname.

Enter your permanent residential address (Property number and/or Property name, Street, Town, Postcode) and your contact telephone number, with the Extension if applicable.

Payment details

Under Payment details, enter the Amount in £, then mark X in one box only to indicate to whom the cheque should be made payable: HM Revenue & Customs (for the purpose of paying inheritance tax), HM Court Service (for the purpose of paying probate application fees) or Funeral director.

If the cheque is for funeral expenses, please complete the company's name and attach the original invoice.

Nationwide Building Society cannot send payment directly to HM Revenue & Customs, HM Court Service or funeral directors.

Solicitors details

Under Solicitors details, if you require the cheque to be sent to your solicitor, please enter the solicitor's details: the Solicitor's name and the Company address (Property number and/or Property name, Street, Town, Postcode).

Indemnity and Signature

As the personal representative of the named deceased, you agree to indemnify the Society in respect of any costs, claims proceedings or disputes which may arise as a result of payment being made without/prior to a grant of representation for the deceased's estate, and, if grant of representation is being applied for, to produce the grant of representation to the Society as soon as practicable after it has been received.

Write the Date INSIDE the boxes, and sign as Personal Representative WITHIN THE SIGNATURE BOX.

More rules for Nationwide Form IF21

This form will be scanned electronically; please write inside the boxes in BLOCK CAPITALS using black ink as this will help to process your request faster.

Sources

[1] Personal Representative's request for funds to cover fees, Nationwide Building Society IF21 (Mar 2007) (the Official source link on this page).

Nationwide Form If21 PDF Details

In the realm of estate management and the aftermath of a loved one's passing, the Nationwide If21 form serves as a crucial tool for personal representatives tasked with handling financial affairs. Designed to streamline the process of requesting funds to cover various fees associated with the deceased's estate, this form demands meticulous attention to detail. Applicants are required to fill out the form in block capitals using black ink to facilitate electronic scanning and expedite the processing time. Every cheque request necessitates a separate form completion, encompassing details about the deceased investor such as title, full names, and account information. The personal representative must also provide their own details, including their title, name, and permanent residential address. Payment details section allows for the allocation of funds to specific entities like HM Revenue & Customs, HM Court Service, or funeral directors for expenses such as inheritance tax, probate application fees, and funeral costs, respectively. However, the form specifies that payments cannot be directly sent to these entities. Instead, an option to have the cheque sent to a solicitor is available, for which the solicitor’s name and address must be provided. The indemnity and signature section binds the personal representative to compensate the Society for any costs or disputes arising from premature payments and mandates the presentation of a grant of representation to the Society post-receipt. This comprehensive approach ensures that the personal representative can fulfill their duties with accuracy and legal compliance, underscoring the form’s significance in the management of estate-related financial obligations.

QuestionAnswer
Form NameNationwide Form If21
Form Length1 pages
Fillable?No
Fillable fields0
Avg. time to fill out15 sec
Other namesnationwide indemnity form if21, practicable, 2007, IF21