Form online 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by filling out Part 1, which requires the deceased account owner's name and account numbers. Ensure accuracy as this information is crucial for processing.
3. In Part 2, provide transfer authorization details. If you are an executor, include your name and the date signed. This section confirms the transfer of ownership.
4. Proceed to Part 3 to select the new account registration type. Choose from options like Individual, Joint Tenants, or Trust, and fill in the required details for each selection.
5. Complete any additional sections that apply to your situation, such as designating a successor custodian in Part 3E if necessary.
6. Finally, review all entered information for accuracy before signing in Part 5. All new owners or fiduciaries must sign and date the form.

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