DC Schedule H TY 2014 FAQs.docx - DC.gov-2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering the deceased's personal information, including their first name, middle initial, last name, and social security number. Ensure all entries are in capital letters using black ink for clarity.
3. Fill in the date of death in the specified format (MM/DD/YY) and provide your own personal details such as your first name, middle initial, last name, home address, city, state, and zip code.
4. Indicate your relationship to the deceased by selecting one option from the provided choices: spouse/domestic partner, administrator, executor, or other. If applicable, specify further details.
5. Answer questions regarding whether a will exists and if an executor or administrator has been appointed. This is crucial for processing the refund claim.
6. Complete the signature section by signing and dating the form. Remember to attach necessary documents like a copy of the death certificate and any court certificates if filing as an administrator or executor.

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