Get Deceased Estates

Completing the Deceased Estates form can seem daunting, but with the right guidance, the process becomes more manageable. This guide provides an easy-to-follow approach to ensure all necessary steps and information are addressed correctly.

Follow the steps to successfully complete the Deceased Estates form.

1. Click the ‘Get Form’ button to retrieve the Deceased Estates form, which you can open in your desired online editor.
2. Begin filling out the 'Estate Details' section. Include the name of the estate, the solicitor’s contact information, state, postcode, and the contact person's details (name, contact number, and email).
3. Move on to the 'Share Sale Details' section. Here, specify the number of shares being sold, the company name or ASX code, and the Shareholder Reference Number (SRN) for each share.
4. In the 'Payment Details' section, provide the financial institution's name, account name, BSB, and account number where proceeds will be deposited. Ensure that these details correspond to the estate or solicitor's trust account.
5. Next, fill in the 'Executor(s) Identification Details'. You need to provide personal information, including title, first name, surname, residential address, state, postcode, date of birth, occupation, and identification option for each executor.
6. Complete the 'Beneficial Owners' section. Indicate if beneficiaries are identified by membership of a class and provide details as required.
7. In the 'Confirmation' section, review all provided information, read the terms and conditions, and confirm that the information is accurate before signing. Ensure both executors sign and date the document.
8. After completing the form, follow the necessary steps to save changes, and prepare to download, print, or share the completed document as required.

Begin your journey of filing the Deceased Estates form online seamlessly and ensure compliance with all necessary regulations.