Get Ny Osc Small Estates Affidavit 2023-2026

Completing the NY OSC Small Estates Affidavit is an essential step for individuals seeking to claim unclaimed funds from a decedent's estate in New York. This guide provides clear, step-by-step instructions to help users fill out the form accurately and effectively, even with little prior legal experience.

Follow the steps to complete your Small Estates Affidavit online.

1. Click 'Get Form' button to obtain the NY OSC Small Estates Affidavit and open it in your preferred editing platform.
2. Identify the estate in question by filling in the decedent's name in the designated space. Ensure the information is accurate to avoid processing delays.
3. Choose the appropriate section to complete based on your relationship to the decedent. You will find three sections labeled A, B, and C, where each section pertains to specific relationships and circumstances.
4. For Section A, only the surviving spouse should check the box and confirm that less than 30 days have elapsed since the death, along with the statement affirming that the total claim does not exceed $30,000.
5. In Section B, if you are a blood relative or creditor, ensure that it has been at least 30 days since the decedent's death. Specify your relationship to the decedent and whether you are seeking reimbursement for funeral expenses.
6. If claiming as a creditor in Section C, confirm that six months have passed since the date of death. Clearly state the amount you're seeking for reimbursement and include a paid funeral bill as an attachment.
7. Complete the signature area at the bottom of the form. Provide your printed name, relationship to the decedent, and signature, along with any required taxpayer identification number (optional).
8. After review, save changes to the form. You may proceed to download, print, or share the completed affidavit as needed.

Complete your NY OSC Small Estates Affidavit online today to secure any unclaimed funds you may be entitled to.