Form

Apply for an Inheritance Tax reference after a chargeable event (IHT122)

Request an Inheritance Tax reference number to go with form IHT100 if you owe Inheritance Tax on a trust or lifetime transfer.

• From: HM Revenue & Customs
• Published: 6 April 2017
• Last updated: 12 August 2024 — See all updates

Documents

Application for an Inheritance Tax reference following a chargeable event (IHT122) using a print and post form

Ref: IHT122

PDF, 512 KB, 2 pages

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Details

Apply to get an Inheritance Tax reference following a chargeable event if you owe Inheritance Tax on a trust or lifetime transfer.

Fill in the form on-screen, then print and post it to HMRC.

Apply for the reference number at least 3 weeks before you make a payment.

Fill in an Inheritance Tax: Inheritance Tax account (IHT100) form and send it to HMRC when you have the reference number.

Before you start

This form is interactive (one that you complete on screen) and you must use Adobe Reader to complete it.

Contact the Online services helpdesk if you have problems opening or saving the form.

Published 6 April 2017
Last updated 12 August 2024 + show all updates

1. 12 August 2024

   A new version of the IHT122 form is now available.

2. 20 September 2022

   The form has been updated to say we no longer issues payslips and that you should send cheques separate from any forms or letters you send to HMRC.

3. 28 June 2017

   The Inheritance Tax return address has been updated and the 'Tell us who is applying' section has been removed.

4. 8 May 2017

   A Welsh language version of the IHT122 form is now available.

5. 6 April 2017

   First published.