Credit Union
Enter details of all credit union accounts held in Ireland
• The name and address of the credit union
• IBAN or member number of the account
• Details of how the title was held i.e. solely by the deceased person, jointly with others
• Indicate if IT8 Clearance is required for the account
• Did any person benefit under a nomination at any time made by the deceased person? Tick the appropriate check box to indicate “yes” or “no”.
Nominated accounts are accounts on which the deceased person, during their lifetime, nominated a named person to receive the proceeds of the account in the event of their death. They pass outside of the estate directly to the person named up to a maximum of €23,000. They do not pass to the personal representative to be distributed by the will.
29 If yes: - Please indicate, from the list of beneficiaries previously entered, who benefitted under the nomination - The value of the nomination to the named beneficiary - The balance remaining in the account after the nomination.