Get Delaware Form 209 Tax Year 2012 Reset Print Form Claim For Refund Due On Behalf Of Deceased

Filling out the Delaware Form 209 is an essential step in claiming a tax refund on behalf of a deceased individual. This guide will walk you through each section of the form to ensure you complete it accurately and effectively.

Follow the steps to successfully complete the form

1. Click the ‘Get Form’ button to access the form and open it in your document management system.
2. Start by entering the decedent’s name and date of death in the designated fields.
3. Next, fill in the claimant’s name, social security number, and address. Make sure all information is accurate and up-to-date.
4. In Part 1, provide the decedent’s social security number and complete the address details, including city, state, and ZIP code.
5. Check one of the two boxes that apply to your situation regarding your status as a claimant. If you select option A, be prepared to attach a court certificate. If you select option B, move to Part 2 and attach a copy of the death certificate or proof of death.
6. In Part 2, if you selected box B, answer the questions regarding whether a will was left and if a personal representative has been appointed.
7. If applicable, confirm your adherence to the state laws regarding the distribution of the refund in response to question 3 in Part 2.
8. In Part 3, sign and date the form to verify that the claim for refund is accurate. This step is crucial as it affirms the honesty of your information.
9. After thoroughly reviewing all entries, save your changes, download the completed form, and prepare to print or share it as needed.

Complete your documents online today to ensure timely processing of your claim.