Transfer designation of personal representative 2026

1. Click ‘Get Form’ to open the transfer designation of personal representative in the editor.
2. Begin by entering the check details: Check Date, Check Number, and Check Amount. This information is crucial for processing your request.
3. Fill in your name and mailing address in the Requestor/Payee Name section. Ensure that all details are accurate to avoid delays.
4. Provide your Social Security Number as required. This step is essential for identity verification.
5. In the declaration section, print your name where indicated and sign to affirm that you are entitled to the payment as an heir of the Decedent.
6. Finally, review all entered information for accuracy before saving your document. Once completed, mail it along with the original check and a copy of the death certificate to Citi.

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