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Affidavit of Successor for Collection of Compensation Due Decedent State of Arizona Department of Administration General Accounting Office This affidavit is made pursuant to A.R.S. 14-3971. B for

How to fill out affidavit of successor for

How to fill out affidavit of successor for?

1. Gather necessary information: Before you begin filling out the affidavit of successor, make sure you have all the required information. This includes the full legal name of the deceased person, their date of birth, date of death, and any relevant identification numbers such as their social security number or driver's license number.
2. Identify your relationship: Clearly state your relationship to the deceased in the affidavit. Whether you are a spouse, child, sibling, or other family member, it is important to establish your legal connection to the deceased.
3. Provide personal information: In the affidavit, you will need to provide your own personal information, including your full legal name, contact information, and any identification numbers requested.
4. List assets and debts: Indicate all assets and debts of the deceased person to the best of your knowledge. This may include real estate properties, bank accounts, vehicles, investments, and any outstanding debts or liabilities.
5. Signature and notarization: Once you have accurately completed the affidavit, sign it in the presence of a notary public. The notary will then affix their own signature and seal to validate the document.

Who needs affidavit of successor for?

1. Executor or Administrator: If you have been appointed as the executor or administrator of the deceased person's estate, you will need an affidavit of successor to prove your authority to access and distribute the assets.
2. Beneficiaries: Individuals who have been named as beneficiaries in the deceased person's estate plan may also require an affidavit of successor to establish their entitlement to the assets.
3. Financial institutions and government agencies: Banks, insurance companies, and other financial institutions often require an affidavit of successor to transfer ownership of accounts, policies, or investments. Additionally, government agencies, such as the Social Security Administration or Department of Motor Vehicles, may request this document to process certain administrative matters.

In summary, to fill out an affidavit of successor, gather necessary information, identify your relationship to the deceased, provide personal information, list assets and debts, and ensure the document is signed and notarized. This document is commonly needed by executors, beneficiaries, financial institutions, and government agencies.

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