Chargeable Event Certificate

Princesspearl007

I am trying to complete for my late aunt a HMRC self assessment form and need to include details from a chargeable event certificate that was issued in respect of an investment bond she still held when she passed. After spending over two hours on the phone to HMRC I have come here hoping that some kind person might be able to guide me in the right direction. 

I have the information I need to complete the SA100 deceased and think that to register the chargeable event information I will need to use the SA101 form too, the big question is which boxes do I complete, I think it’s boxes 4 and 5, is anyone able to confirm that’s correct? Many thanks 

Ph0ebe

Hi, I am doing a similar task, and on the chargeable event certificate from the insurance company. it notes box 4, amount of gain and box 5 no of years. hope that helps

sheramber

The additional notes for form SA101 explain.

You can find them online if you do not have them