Get Nj O-71 2019-2026

Filling out the NJ O-71 form is an important step in reporting sums payable due to the death of a New Jersey resident. This guide will provide you with clear and supportive instructions on how to complete the form online, ensuring compliance with state requirements.

Follow the steps to successfully complete the NJ O-71 form.

1. Click ‘Get Form’ button to obtain the NJ O-71 form and open it in your editing application.
2. In the designated fields, provide the name of the decedent along with their Social Security number and the date of death. It is essential to ensure accuracy in these fields as they are critical for identification.
3. Enter the residence at death, including the street address, city, state, and ZIP code, followed by the county where the decedent resided.
4. Fill in the optional date of birth of the decedent and provide the policy or contract number related to life insurance or annuity.
5. Indicate the date of issue for the policy and the name of the policy owner. If the ownership was acquired from the decedent, specify the date of assignment.
6. Describe the kind of policy or contract without using abbreviations or symbols. Choose from annuity, life insurance, endowment, or other as applicable.
7. List each beneficiary in the appropriate section. Include their name, amount paid or payable, street address, Social Security number (if available), city, state, ZIP code, and relationship to the decedent. Note that a separate form is required for each beneficiary.
8. Enter financial amounts including the face amount of the policy, any dividends, other amounts payable, and loan amounts against the policy as of the date of death.
9. If applicable, provide details regarding deferred payment or installment provisions including the installment payment amount and frequency.
10. Complete the remarks section, including the date of payment if applicable. Finally, input the name of the organization completing the form, the contact phone number, and address.
11. Sign and date the form, including the title of the person authorized to sign on behalf of the organization.
12. After completing the form, you can save changes, download, print, or share the form as required.

Complete your NJ O-71 form online today to ensure timely and accurate reporting.