Fs form 5336-2026

1. Click ‘Get Form’ to open fs form 5336 in the editor.
2. In Part A, provide the decedent's name, Social Security Number, and state of legal residence. Ensure you have certified copies of death certificates ready for submission.
3. Move to Part B and mark the box that represents your eligibility as a voluntary representative. Only blood relatives or legally adopted children can complete this section.
4. In Part C, select the type of disposition you are requesting by marking the appropriate boxes based on your needs—payment, transfer, or distribution.
5. Complete Part D if you are requesting payment. Fill in your name, mailing address, and details about the securities including title, issue date, and identifying numbers.
6. If transferring unmatured marketable securities, fill out Part E with necessary account information and routing numbers for external transfers.
7. Finally, sign in Part G to certify that all information is accurate and submit your completed form through our platform for processing.

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