Estate Transfer Form and Guidelines (ETRF-2351). Estate Transfer Form and Guidelines (ETRF-2351)-2026

1. Click ‘Get Form’ to open the Estate Transfer Form (ETRF-2351) in the editor.
2. Begin by filling out Section A, providing details about the deceased, including their full name, date of death, civil status, and last address.
3. In Section B, enter the account numbers associated with the bonds or plans. Ensure you refer to the guidelines for correct formats.
4. Complete Section C if Letters Probate or Letters of Administration are applicable. Attach necessary documents as specified.
5. If applicable, fill out Section D for testate situations or Section E for intestate cases. Include proof of death and ensure all required signatures are present in Section F.
6. In Section G, specify whether you wish to redeem or transfer bonds. Provide mailing address details for any payments.
7. Finalize your form by completing Sections H and I. Ensure all signatures are witnessed as required before submitting your request.

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