Get Decedent Insured (to Be Filed By The Executor With Form 706, United States Estate (and

Completing the Decedent Insured form is a critical step for executors managing the estate of a deceased individual. This guide will provide you with clear, step-by-step instructions to ensure you fill out the form accurately and efficiently.

Follow the steps to successfully complete the Decedent Insured form.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by entering the decedent's first name and middle initial in the designated field.
3. Provide the decedent's last name in the next field.
4. Enter the decedent's social security number as required.
5. Fill in the date of death, if known.
6. Insert the name and address of the insurance company associated with the policy.
7. Select the type of policy from the options provided.
8. Document the policy number for reference.
9. Record the date the policy was issued.
10. Provide the name of the owner. If the decedent is not the owner, attach a copy of the application.
11. For any assigned policies, include the assignor's name and attach a copy of the assignment.
12. Enter the value of the policy at the time of assignment.
13. List the name of beneficiaries.
14. Complete the remaining fields as necessary, such as face amount and any additional benefits.
15. Make sure to provide the details regarding any indebtedness to the insurance company.
16. Fill out any additional information, such as dividends or policy provisions.
17. Review all entries for accuracy before finalizing.
18. Save your changes, then download, print, or share the form as required.

Start filling out your Decedent Insured document online today!