Get Survivor Reregistration And Please Mail Completed Form To

This guide provides step-by-step instructions for users on how to complete the Survivor Reregistration And Please Mail Completed Form To effectively. By following these directions, you can ensure your form is filled out accurately, facilitating a smoother processing experience.

Follow the steps to successfully complete your form online.

1. Click ‘Get Form’ button to access the Survivor Reregistration and Please Mail Completed Form To. This will open the document for you to complete easily.
2. Begin filling out Section 1, which captures the deceased shareholder account information. Ensure you enter the name, date of birth, date of death, and social security or tax identification number exactly as they appear on official documents. Select the state of residence and list all relevant fund names and account numbers associated with the deceased shareholder.
3. In Section 2, indicate your reregistration and redemption options. If redeeming immediately, check the applicable option for delivery and fill out the necessary payee information, including their relationship to the account and the redemption amount. If reregistering the account, select the appropriate new account registration and provide the related details for each new owner.
4. Proceed to Section 3 to provide cost basis information. This section requires you to review the registration type of the deceased shareholder’s accounts. Based on the type (individual, joint, or trust), complete the adjusted cost basis as needed and consult a tax advisor if necessary.
5. In Section 4, you may provide bank information if you wish to receive redemption via electronic transfer. If you choose this option, attach a pre-printed voided check on the provided space.
6. In Section 5, verify the Tax Identification Number (TIN) status for the estate or trust account. Indicate whether a TIN was issued and provide the relevant details.
7. Complete Section 6 with your signatures, ensuring you confirm your relationship to the account. All signatures require a Medallion Signature Guarantee, which can often be obtained from banks or credit unions. Make sure to include the date signed and printed name. Finally, review the additional information section for any pertinent notes before submitting the form online.

Fill out your Survivor Reregistration form online today to ensure efficient processing of your request.