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EDI Implementation Guide Transaction Set850 Version 4010 OutboundPurchaseOrder (Legacy) RevisedAugust2016OALIPPS4010GUIDELINES (004010)1August 10, 2016FinancialServicesCenterANSIX.12V004010850ImplementationGuide

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Legacy documents are typically needed by individuals or organizations who want to leave behind a record or instructions that will be followed after their death or resignation.

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Common examples of people who need to fill out legacy documents include:

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- Individuals with substantial assets or properties who want to distribute them according to their wishes after they pass away.

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- Parents or legal guardians who want to appoint a trusted person as a guardian for their children.

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Legacy documents provide a way to ensure that your wishes are respected and followed when you are no longer able to communicate them directly.

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What is legacy?

Legacy refers to a gift of money or personal property left to someone in a will.

Who is required to file legacy?

The executor or administrator of an estate is required to file legacy.

How to fill out legacy?

Legacy can be filled out by providing necessary information about the gift and the recipient in the appropriate forms.

What is the purpose of legacy?

The purpose of legacy is to transfer assets from the deceased to the beneficiaries in accordance with their will or legal requirements.

What information must be reported on legacy?

Information such as the details of the gift, the value of the gift, and the identity of the recipient must be reported on legacy.

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