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ES_CAD_TDD_021122-Page 1 of 2DO NOT STAPLEScholarShare College Savings PlanScholarShare529Transfer Due to Death of Account Participant Form Use this form to transfer the Account Ownership due to death. Complete

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How to fill out transfer due to death

01

Gather all necessary legal documents such as the death certificate, will, and any probate or estate court documents.

02

Contact the financial institutions where the deceased held accounts and provide them with the necessary documentation.

03

Fill out the required forms provided by the financial institution.

04

Provide any additional information or documents requested by the financial institution to complete the transfer.

05

Follow up with the financial institution to ensure that the transfer is processed correctly and timely.

Who needs transfer due to death?

01

Individuals who are designated beneficiaries in the deceased's will or estate plan may require a transfer due to death. Other potential beneficiaries such as family members or legal heirs may also need to go through this process to claim their inheritance.

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What is transfer due to death?

Transfer due to death is the process of transferring assets or property from a deceased person to their heirs or beneficiaries.

Who is required to file transfer due to death?

The executor or administrator of the deceased person's estate is usually required to file for transfer due to death.

How to fill out transfer due to death?

Transfer due to death can be filled out by submitting the necessary forms and documents to the appropriate government agency or court.

What is the purpose of transfer due to death?

The purpose of transfer due to death is to legally transfer ownership of assets or property from the deceased person to their heirs or beneficiaries.

What information must be reported on transfer due to death?

Information such as the deceased person's assets, beneficiaries, debts, and any other relevant details must be reported on transfer due to death.

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