New York Estate Tax Domicile

WellsTrade Transfer on Death Kit - Wells Fargo

surviving owner’s estate; c. A waiver of inheritance or estate taxes (if required under state law). If a beneficiary is an estate, then we will require (1) letters testamentary for the personal representative(s), and (2) an affidavit of domicile. If a primary beneficiary dies before the last surviving account owner, we will require legal proof of

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Designation of Beneficiary - OPM.gov

6. You can cancel any prior Designation of Beneficiary f orm without naming a new beneficiary by completing a new form and inserting “Cancel prior designations” in the space provided for the name of beneficiary. This will change the payment to the order of payment described under “Order of Precedence.” 7.