Form

Tell HMRC about trust transfers that included life insurance policies and annuities (D34)

Use this form to give details about any life insurance policies and annuities included in the chargeable event on form IHT100.

• From: HM Revenue & Customs
• Published: 4 April 2014
• Last updated: 12 August 2024 — See all updates

Documents

Life insurance and annuities (D34)

Ref: D34

PDF, 741 KB, 1 page

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How to fill in schedule D34

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Details

You should only use this form alongside a completed Inheritance IHT100 form (IHT100a to IHT100h).

Find older versions of this form on the National Archives.

Email HMRC to ask for the form in Welsh.

How to complete the form

You need to:

1. Download and save the form on your computer.
2. Open it using the latest free version of Adobe Reader.
3. Complete it on-screen. The form may not work if you try to open it in your internet browser. If the form does not open, contact online services support for more help.

Published 4 April 2014
Last updated 12 August 2024 + show all updates

1. 12 August 2024

   A new version of schedule D34 and information about how to complete it has been added.

2. 4 April 2014

   First published.