Change of Ownership for Nonretirement Account Inherited Assets 2026

1. Click ‘Get Form’ to open it in the editor.
2. 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.
3. In Section 2, specify whether you are requesting a full or partial transfer of assets. List the fund numbers and account numbers accordingly.
4. Update the address for delivery of statements in Section 3 if necessary. Provide both residential and mailing addresses.
5. In Section 4, consult a tax advisor to determine the cost basis for inherited assets. Fill in the required details based on your situation.
6. Finally, complete Section 5 by obtaining Medallion Guarantees for all required signatures before submitting your form.

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