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This document is an Affidavit of Domicile to be used by the beneficiary, surviving spouse, executor, administrator, personal representative, or legal representative for the estate of a deceased decedent. It is intended to confirm the decedent\'s legal residence at the time of death and facilitate the transfer of ownership of mutual fund accounts associated with the decedent.
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How to fill out affidavit of domicile

How to fill out affidavit of domicile
01
Start by obtaining a blank affidavit of domicile form from a legal resource or your local court.
02
Fill in your full legal name as the affiant at the top of the affidavit.
03
Provide the date of the decedent's death.
04
List the decedent's full legal name and last known address.
05
Include your relationship to the decedent.
06
State that the information provided is true and accurate to the best of your knowledge.
07
Sign and date the affidavit in the presence of a notary public.
08
Have the notary public sign and stamp the affidavit to make it official.
09
Make copies of the notarized affidavit for your records and for any institutions that may require it.
Who needs affidavit of domicile?
01
Individuals who are settling the estate of a deceased person.
02
Heirs or beneficiaries seeking to establish ownership of real property.
03
Executors or administrators of an estate for legal and probate purposes.
04
Financial institutions or title companies that require confirmation of the decedent's domicile.
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What is affidavit of domicile?
An affidavit of domicile is a legal document used to declare the residence of an individual at the time of their passing, often required for settling estate matters.
Who is required to file affidavit of domicile?
The executor or administrator of an estate is typically required to file an affidavit of domicile as part of the estate settlement process.
How to fill out affidavit of domicile?
To fill out an affidavit of domicile, provide the deceased's full name, date of birth, date of death, and the address where they resided at the time of death, and include signatures from witnesses if necessary.
What is the purpose of affidavit of domicile?
The purpose of an affidavit of domicile is to establish the legal residence of a deceased person, which can affect tax matters and the distribution of an estate.
What information must be reported on affidavit of domicile?
The affidavit must include the deceased's name, residence address, date of death, and the relationship of the person filing it to the deceased, along with any additional corroborating information.
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