8971-2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin with Part I, where you will enter the decedent's name, date of death, and Social Security Number (SSN). Ensure accuracy as this information is crucial for identification.
3. Next, provide the executor's details including their name, phone number, TIN, and complete address. If there are multiple executors, check the appropriate box and attach a statement with their information.
4. In Part II, list each beneficiary receiving property from the estate. For each beneficiary, fill in their name, TIN, address, and the date this information was provided.
5. Complete any additional schedules as necessary by clicking ‘Add Schedule A’ if more space is needed for beneficiaries or property details.
6. Finally, review all entries for accuracy before signing. The executor must sign and date the form before submission.

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