What is required to re-register an Individual, non-retirement account to a listed beneficiary, due to the death of the shareholder?
In order to re-register an individual, non-retirement account and transfer all shares to an account in the name of the listed beneficiary, Harbor Funds requires the following documents: • Certified Copy of Death Certificate; • Clear and complete letter of instruction; The letter of instruction should include the registered account name, account number and a description of your request. • Completed New Account Application signed by the new account holder; • State Inheritance Tax Waiver (if waiver state) The tax waiver is needed if required by the state of residence for the deceased. Please note that if the account will be redeemed within 10 business days of the re-registration and the proceeds are to be sent to an address other than that shown in the new account registration, Harbor Funds requires your letter of instruction to have a Medallion Signature Guarantee stamp.
Related Questions
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