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Acting for a personal representative

22 January 2013
Issue: 4387 / Categories: News , Admin
Use form 64-8 to authorise an agent

A personal representative can now use form 64-8 to authorise an agent to deal with some individual tax affairs for the estate of a deceased person.

When completing the form, the adviser should:

  • Put the name of the person, usually the personal representative who is authorising the adviser to act on behalf of the estate in the first box on the left. This person should also add their signature next to their name.
  • Enter the address of the signatory in the box named “Give your personal details or company registered office here”.
  • Include the date of birth and National Insurance number of the signatory just above the words “For official use only” on form 64-8.

The National Insurance number or unique tax reference of the deceased person should be included in the boxes on the right.

The completed form should be sent to HMRC at Central Agent Authorisation Team, Benton Park View, Longbenton, Newcastle upon Tyne NE98 1ZZ.

 

Issue: 4387 / Categories: News , Admin
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