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Name Relationship Address SSN Phone Date Sworn to before me this day of 20. Notary Public DOB Signature Wilson-McShane Corporation 2002 London Road Suite 300 Duluth MN 55812-2152 Fund Administrators Telephone 218 727-0824 Fax 218 728-4773 Toll Free 800 570-1012 INSTRUCTIONS FOR COMPLETING AFFIDAVIT OF SURVIVORSHIP This affidavit is to be completed when there is no beneficiary designated or living at the time of death of the insured. It is to be completed by all of the members of the first...
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How to fill out affidavit of survivorship

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How to fill out affidavit of survivorship

01
Read the affidavit of survivorship form carefully to understand the requirements.
02
Fill in your personal information such as your name, address, and contact information.
03
Provide details about the deceased person, such as their name, date of death, and relationship to you.
04
Attach any supporting documents or evidence that may be required, such as a death certificate.
05
Sign the affidavit in the presence of a notary public or other authorized individual.
06
Submit the completed affidavit to the appropriate authority or organization.
07
Keep a copy of the affidavit for your records.

Who needs affidavit of survivorship?

01
Spouses or partners who want to establish ownership rights to property after the death of their spouse/partner.
02
Joint tenants who want to transfer title to property after the death of one of the joint tenants.
03
Heirs or beneficiaries who need to prove their entitlement to assets of a deceased person.
04
Individuals involved in probate proceedings or estate administration.
05
Any person who wants to establish their rights as a survivor or beneficiary.
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An affidavit of survivorship is a legal document used to transfer ownership of property from a deceased owner to their surviving joint tenant or spouse.
The surviving joint tenant or spouse is typically required to file the affidavit of survivorship.
To fill out an affidavit of survivorship, one must provide information about the deceased owner, the surviving joint tenant or spouse, and details about the property being transferred.
The purpose of the affidavit of survivorship is to legally transfer ownership of property upon the death of one of the joint tenants or spouses.
Information such as the full names of the deceased owner and surviving joint tenant or spouse, details about the property, and signatures of all parties involved must be reported on the affidavit of survivorship.
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