Fs form 5394-2026

1. Click ‘Get Form’ to open fs form 5394 in the editor.
2. In Part A, enter the decedent’s information, including their 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 appropriate box indicating the circumstances of your request. This could be related to an administered estate or one being settled under state statute.
4. In Part C, list all persons entitled to the securities and/or payments. Include their names, basis of entitlement, and ages if they are under 21.
5. Complete Part D by detailing how you wish the securities and payments to be distributed. Specify each entitled person’s name and provide necessary details about the securities involved.
6. Finally, ensure all required signatures are obtained in Part E before submitting your completed form along with any necessary evidence.

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