Get Statement Of Person Claiming Refund Due A Deceased ...

Navigating the process of claiming a refund on behalf of a deceased person can be challenging. This guide provides step-by-step instructions on how to accurately fill out the Statement Of Person Claiming Refund Due A Deceased online, ensuring that you have the necessary information at your fingertips.

Follow the steps to successfully complete the form.

1. Press the ‘Get Form’ button to access the form and open it in the editor. This will allow you to begin the completion process for the Statement Of Person Claiming Refund Due A Deceased.
2. In the Decedent Information section, enter the full name of the deceased individual. Include their first name, middle initial, and last name.
3. Input the date of death of the decedent. This information is crucial for validating the claim.
4. In the Estate Information section, provide the name of the estate, followed by the taxpayer ID number and the complete address of the estate, including city, state, and ZIP code.
5. Determine which checkbox applies to your situation regarding the status of your claim. If you are a personal representative appointed by the court, select Box A and be sure to attach a court certificate showing your appointment. If you are claiming the refund without being appointed, select Box B and include a copy of the death certificate or proof of death.
6. If you have selected Box B, answer the following questions regarding the decedent’s estate. Indicate if a will exists and if a personal representative has been appointed by the court. If no representative has been appointed, indicate whether one will be.
7. Confirm that, as the claimant, you will distribute the refund according to state laws. If you answer 'No' to this question, a court certificate must be submitted for refund processing.
8. Finally, complete Part 3, which includes your signature and the date of signing. By signing, you declare that the information provided is accurate to the best of your knowledge.
9. Once all sections are filled out correctly, you can save your changes, download the completed form, print it for your records, or share it as necessary.

Begin filling out the Statement Of Person Claiming Refund Due A Deceased online today.