Rev 1549-2026

1. Click ‘Get Form’ to open rev 1549 in the editor.
2. Begin by entering the decedent's information in Section A. Fill in the Date of Death, Social Security Number, and personal details such as Last Name, First Name, and Address.
3. In Section B, provide the Financial Institution Information. Include the name and address of the institution, along with its Bank ID Number.
4. Move to Section C for Account Information. Indicate the type of account by filling in the appropriate oval and provide details like Account Number and Balance. If applicable, attach a copy of the signature card.
5. Complete Section D by listing all survivors or beneficiaries. For each individual, enter their Social Security Number, relationship to the decedent, and taxable percentage.
6. Finally, certify that all information is accurate by printing your name, providing contact details, and signing off on the form.

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