L 8 2017 form-2025

1. Click ‘Get Form’ to open the L-8 2017 form in the editor.
2. Begin with Part I, where you will check the boxes corresponding to the eligible beneficiaries receiving the assets. Ensure at least one box is checked to proceed.
3. Move to Part II and indicate how the assets are passed to the beneficiary by checking the appropriate box. You must check at least one option here as well.
4. In Part III, confirm whether any of the assets pass into a trust or through a disclaimer. If yes, this form cannot be used.
5. Proceed to Part IV and answer questions regarding estate tax eligibility based on the decedent's date of death and taxable estate value.
6. List all requested properties in Part V, detailing each asset's description, how it is held, and its value as of the date of death.
7. In Part VI, provide names of beneficiaries along with their relationship to the decedent, ensuring they match those listed in Part I.
8. Finally, sign and notarize the form in the designated area before submitting it directly to your financial institution for processing.

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