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Afidavit of Domicile Page 1 of 2Investment Advisor (IA) Information (This portion to be completed by IA.) IA Firm Name (please print): ___ IA Master Account Number: ___ Service Team: ___1. Decedent
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To fill out an affidavit of domicile PDF, follow these steps:
02
Open the PDF document in a PDF editor or viewer program.
03
Read through the instructions and requirements provided with the form to understand what information needs to be included.
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Begin by entering your personal information such as your full legal name, address, and contact information in the designated fields.
05
Provide details about the deceased person, including their full name, date of birth, date of death, and last known address.
06
If applicable, state your relationship to the deceased and how you are related to them.
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Include information about any assets or stocks held by the deceased that need to be transferred or distributed.
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Sign the affidavit electronically or print it out and sign it by hand.
09
Date the affidavit with the current date.
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Review the filled-out form for accuracy and completeness before saving or printing it.
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Save a copy of the filled-out affidavit for your records and submit the required copies to the appropriate authority or institution.

Who needs affidavit of domicile pdf?

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Affidavit of domicile PDF may be needed by:
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- Executors or administrators of estates to establish the primary residence of a deceased person.
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- Heirs or beneficiaries of a deceased person's assets or properties.
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- Legal professionals handling estate and probate matters.
05
- Financial institutions or government agencies requiring proof of the deceased person's residency.
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An affidavit of domicile PDF is a legal document that establishes an individual's permanent residence or domicile for purposes such as estate administration or transferring assets.
Individuals who are settling an estate or transferring assets of a deceased person are typically required to file an affidavit of domicile.
To fill out an affidavit of domicile PDF, provide the decedent's name, address, date of death, and the affiant's details, then sign and date the document in the presence of a notary.
The purpose of the affidavit of domicile PDF is to legally confirm a decedent's residence, which can affect taxation, estate distribution, and legal jurisdiction.
The affidavit must include the name and address of the deceased, the date of death, and statements confirming that the named location was the decedent's permanent residence.
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