When the Personal Representative ( who may also be called an
executor or administrator of the deceased`s estate) first notifies
you of the death, take the following action:
Check the name and address of the claimant on the claims case
record and amend it as required, and set the DECEASED indicator on
the record.(RM1532)
* Convert the case to a file case.
* * Follow the instructions at AP4344 onwards.
* * Prepare sub folder 133P(X) in every case to hold all
relevant papers and control the action to be taken. * * issue a
suitably worded letter enclosing where appropriate:
* * Form R40 (RM1560) for the period to date of death.
* Form R27,(RM1560) for information about the estate and a
claim to repayment. The R27 asks for all of the information which
you need to finalise both the liability to date of death and also
to decide which office should deal with the administration period.
Form 920 (AP 4416) for information about income in the
administration period. This will only be needed in exceptional
cases.
