Renunciation And Disclaimer of Property from Life Insurance or Annuity Contract - Texas 2026

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  1. Click ‘Get Form’ to open it in the editor.
  2. Begin by entering your name in Section I, where it states 'the undersigned'. Specify your interest in the property, such as an Individual Retirement Account or Annuity, and provide the identifying account information.
  3. In Section II, indicate the name of the decedent and their date of death. This is crucial for establishing the context of your disclaimer.
  4. Proceed to Section III and select whether you are disclaiming a partial interest or the entire interest in the described property.
  5. In Section IV, confirm that you will file this disclaimer within nine months after the decedent's death.
  6. Complete Sections V and VI by affirming your renunciation of any rights to the property and acknowledging how it will devolve according to state law.
  7. Finally, sign and date the document at the bottom. Ensure that all required fields are filled out accurately before submitting.

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