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TMFinanceNYC DEPARTMENT of FINANCEPRogRAM operations DIVISIoNSENIOR CITIZEN RENT INCREASE EXEMPTION (SCRIBE) DISABILITY RENT INCREASE EXEMPTION (DIE) TRANSFER APPLICATION for office use oNlYPlease
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01
Obtain the portability application form from the appropriate agency or website.
02
Fill in your personal information accurately, including your name, address, contact information, and any other required details.
03
Provide information about your current health insurance plan, including your policy number and coverage details.
04
Indicate the reason for requesting portability and provide any supporting documentation if necessary.
05
Review the completed application form to ensure all information is correct and complete.
06
Submit the application form to the relevant office or agency either online or by mail.

Who needs portability application - fill?

01
Individuals who are looking to switch health insurance plans while maintaining their existing coverage and benefits.
02
People who are changing jobs or moving to a new state and want to continue their current health insurance without any gaps in coverage.
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Portability application refers to the process of transferring certain unused estate tax exclusion from a deceased spouse to a surviving spouse.
The surviving spouse is required to file the portability application in order to take advantage of the unused estate tax exclusion of the deceased spouse.
The portability application can be filled out by completing IRS Form 706, also known as the United States Estate (and Generation-Skipping Transfer) Tax Return. The form should be filed with the IRS within the specified time frame.
The purpose of portability application is to allow a surviving spouse to use the leftover estate tax exclusion of the deceased spouse, which can help in reducing potential estate tax liability.
The portability application must include detailed information about the deceased spouse's estate and the calculation of the unused estate tax exclusion that is being transferred to the surviving spouse.
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