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Change of Ownership for Nonretirement Account Inherited Assets 2026
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- Click ‘Get Form’ to open it in the editor.
- Begin by filling out Section 1 with the deceased account owner's information, including their name, Social Security number, and date of death. Indicate your relationship to the decedent's account.
- In Section 2, specify whether you are requesting a full or partial transfer of assets. List the fund numbers and account numbers accordingly.
- Update the address for delivery of statements in Section 3 if necessary. Provide both residential and mailing addresses.
- In Section 4, consult a tax advisor to determine the cost basis for inherited assets. Fill in the required details based on your situation.
- Finally, complete Section 5 by obtaining Medallion Guarantees for all required signatures before submitting your form.
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