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ESTATE GIFT CONFIRMATION If you have made provisions in your estate for a gift to the University of Notre Dame, please take a moment to complete the form below and return it to us. This document does

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How to fill out estate gift confirmation form

01

Obtain the estate gift confirmation form from the appropriate organization or institution.

02

Fill out the donor's contact information, including name, address, and phone number.

03

Include details about the gift, such as the type of asset donated and its estimated value.

04

Provide any additional information required by the organization, such as the purpose of the gift or any restrictions on its use.

05

Sign and date the form, and submit it to the organization for processing.

Who needs estate gift confirmation form?

01

Donors who have made a gift to an organization or institution as part of their estate planning.

02

Organizations or institutions that require documentation of estate gifts for accounting or reporting purposes.

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What is estate gift confirmation form?

The estate gift confirmation form is a document used to report gifts made by a deceased individual during their lifetime, which may impact the estate tax calculation.

Who is required to file estate gift confirmation form?

The executor or administrator of the estate is required to file the estate gift confirmation form if gifts made by the deceased exceed the annual exclusion amount.

How to fill out estate gift confirmation form?

To fill out the estate gift confirmation form, provide the decedent's personal information, details of the gifts made, including recipient names, gift values, and the dates the gifts were made.

What is the purpose of estate gift confirmation form?

The purpose of the estate gift confirmation form is to ensure that all taxable gifts are disclosed for accurate estate tax assessment and compliance with tax laws.

What information must be reported on estate gift confirmation form?

The information that must be reported includes the decedent’s name, Social Security number, details of each gift (recipient, amount, date), and any liabilities or deductions related to the gifts.

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