Get A Certificate Of Death Must Accompany This Document.

Filling out the A Certificate Of Death Must Accompany This Document is a crucial step when seeking a refund for a deceased taxpayer. This guide provides step-by-step instructions to assist you in completing the form accurately and efficiently.

Follow the steps to fill out the form correctly.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Enter the name of the deceased taxpayer in the designated field.
3. Input the date of your request for the refund.
4. Fill in the deceased taxpayer’s Social Security number.
5. Provide the name of the estate associated with the deceased taxpayer.
6. Indicate the deceased taxpayer’s date of death.
7. Write the name of the executor acting on behalf of the estate.
8. In the certification section, print your name and specify your relationship or capacity (e.g., relationship to deceased, executor, etc.).
9. Attach a legible copy of the deceased taxpayer's death certificate as required.
10. Ensure that the claim is signed in the designated area by the claimant.
11. Input the claimant’s Social Security number or Tax Identification Number.
12. Fill out the mailing address of the claimant, including city, state, and ZIP code.
13. If applicable, print the preparer’s name and provide the preparer’s signature in the respective sections.
14. Complete the firm’s information if a preparer is involved, including firm’s name, EIN, address, and telephone number.
15. Finally, save your changes, download the completed form, print it if necessary, or share it as required.

Submit your completed documents online to ensure timely processing.