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ES_AKN_EN_050124 Page 1 of 9DO NOT STAPLET. Rowe Price College Savings Plan Offered by the Education Trust of AlaskaAccount Application F or faster processing, you can complete this request online

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How to fill out transfer due to death

01

Obtain a copy of the death certificate of the deceased

02

Contact the financial institution where the deceased held accounts or assets

03

Fill out the necessary forms provided by the institution

04

Provide any additional required documentation, such as a copy of the will or trust

05

Submit the completed forms and documentation to the institution for processing

Who needs transfer due to death?

01

Beneficiaries of the deceased

02

Executors or administrators of the deceased's estate

03

Heirs of the deceased

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What is transfer due to death?

Transfer due to death refers to the legal process of transferring ownership of assets or property from a deceased person to their heirs or beneficiaries as stipulated in their will or according to state laws.

Who is required to file transfer due to death?

The executor of the estate or the personal representative of the deceased is typically required to file the transfer due to death documents on behalf of the estate.

How to fill out transfer due to death?

To fill out a transfer due to death document, one needs to provide information such as the deceased's details, the beneficiaries’ information, descriptions of the property or assets being transferred, and any relevant identification numbers.

What is the purpose of transfer due to death?

The purpose of the transfer due to death is to legally allocate the deceased individual's assets to their designated heirs or beneficiaries, ensuring that the estate is settled according to the deceased's wishes or applicable laws.

What information must be reported on transfer due to death?

Information that must be reported includes the deceased's full name and date of death, a description of the assets being transferred, the names and relationships of the beneficiaries, and any relevant estate identification numbers.

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