Get Merrill Lynch Code 0088 2020-2025

Completing the Merrill Lynch Code 0088 form online can be straightforward when you follow clear guidance. This document is essential for stating the domicile of a decedent and facilitating property transfer to lawful beneficiaries.

Follow the steps to accurately complete the form online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by filling in your name under the declaration section, where it states 'I, Declarant'. If you are a corporate fiduciary, include the name and title of the individual signing, alongside the corporation's name and address.
3. Enter your residential address, including city, state, and zip code, in the designated fields.
4. Select your relationship to the decedent by checking the appropriate box from the list provided, such as Executor, Personal Representative, or Heir at Law.
5. Input the name of the decedent and the date of their passing in the specified format.
6. Fill in the decedent's last known domicile address, including city, state, and zip code.
7. Indicate the number of years the decedent resided at their last known address prior to death.
8. If applicable, list any other states where the decedent resided in the three years prior to death.
9. E-sign the document by placing your signature in the required field and providing the date of signing.
10. Ensure a Notary Public completes their section, including signature and seal; all fields must be addressed by the Notary or the document will be returned.
11. After verifying all fields are completed, you can save changes, download, print, or share the form as necessary.

Complete your Merrill Lynch Code 0088 form online today and ensure a seamless process for property transfer.