Rev 516 2026

See details

4.8 out of 5

31 votes

The document is a Notice of Transfer (REV-516) used in Pennsylvania for reporting the transfer of stocks, bonds, securities, or security accounts held in beneficiary form upon the death of an individual. It outlines the necessary information required from the decedent, financial institutions, and beneficiaries, as well as instructions for completing and submitting the form to the Pennsylvania Department of Revenue.

Here's how it works

01. Edit your rev 516 online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send pa rev 516 via email, link, or fax. You can also download it, export it or print it out.

How to use or fill out rev 516 with our platform

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

Click ‘Get Form’ to open rev 516 in the editor.
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.
Move to Section II and provide details about the corporation or financial institution managing the account. Include the name, address, and telephone number.
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.
Proceed to Section IV to specify who should receive the acknowledgment letter. Fill in their details accurately.
Complete Section V if the preparer's information differs from that of the recipient. The preparer must sign and date this section.
Finally, in Section VI, list all beneficiaries associated with the account. If more space is needed, attach additional pages as necessary.

Start using our platform today for free to streamline your document editing and form completion!

See more rev 516 versions

We've got more versions of the rev 516 form. Select the right rev 516 version from the list and start editing it straight away!

Versions	Form popularity	Fillable & printable
2019	4.8 Satisfied (31 Votes)
2013	4.4 Satisfied (32 Votes)

be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

How to avoid Pennsylvania inheritance tax?

An inheritance tax return must be filed for every decedent who has property which is or may be subject to tax. You must file a return if you are: The personal representative.

What is rev code 516?

Property owned jointly between husband and wife is exempt from inheritance tax, while property inherited from a spouse, or from a child aged 21 or younger by a parent, is taxed a rate of 0%. Inheritance tax returns are due nine calendar months after a persons death.

What is exempt from PA inheritance tax?

Property owned jointly between spouses is exempt from inheritance tax. Effective for estates of decedents dying after June 30, 2012, certain farm land and other agricultural property are exempt from Pennsylvania inheritance tax, provided the property is transferred to eligible recipients.

What is a rev 516?

NOTICE OF TRANSFER (FOR STOCKS, BONDS, SECURITIES OR. SECURITY ACCOUNTS HELD IN. BENFICIARY FORM)

What is the 90 day discount for inheritance tax in PA?

PA Resident If inheritance tax is paid within three months of the decedents death, a 5 percent discount is allowed.

rev 516 form

Rev 516 instructions REV-516 waiver REV-516 percent taxable Rev 516 form REV-516 fax Number Rev 516 template Rev 516 pdf Rev 516 ex

Security and compliance

At DocHub, your data security is our priority. We follow HIPAA, SOC2, GDPR, and other standards, so you can work on your documents with confidence.

Learn more

Related forms

be ready to get more

Complete this form in 5 minutes or less

Get form

What is the PA sales tax registration form?

Form PA-100 (Pennsylvania Enterprise Registration Form) is used by Pennsylvania businesses to register for certain tax accounts with the Pennsylvania Department of Revenue and the Pennsylvania Department of Labor and Industry. New businesses file PA-100 to set up state tax accounts.

Rev 516 2026

Here's how it works

How to use or fill out rev 516 with our platform

See more rev 516 versions

Complete this form in 5 minutes or less

Got questions?

How to avoid Pennsylvania inheritance tax?

What is rev code 516?

What is exempt from PA inheritance tax?

What is a rev 516?

What is the 90 day discount for inheritance tax in PA?

Security and compliance

Complete this form in 5 minutes or less

People also ask

What is the PA sales tax registration form?

pa inheritance tax waiver form rev 516

Try more PDF tools