Rev 516 2026

1. Click ‘Get Form’ to open rev 516 in the editor.
2. In Section I, enter the decedent's information including their last name, first name, date of death, and social security number. Ensure accuracy as this is crucial for processing.
3. Move to Section II and provide details about the corporation or financial institution managing the account. Include the name, address, and telephone number.
4. In Section III, fill out the account information. Enter the account title, number, balance (including accrued interest), and select the account type from options like Capital Stock or Registered Bond.
5. Proceed to Section IV to specify who should receive the acknowledgment letter. Fill in their details accurately.
6. Complete Section V if the preparer's information differs from that of the recipient. The preparer must sign and date this section.
7. Finally, in Section VI, list all beneficiaries associated with the account. If more space is needed, attach additional pages as necessary.

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