Photocopy of the letter from the IRS confirming issuance of the estate's tax id number. (This is the letter issued by IRS after they approve "Form SS-4" application for a new tax id number.)
Account Application & AgreementBe sure to reference the tax id # of the estate in step 2. In step 3, reference the personal information of the associated person (i.e. executor, administrator, etc) handling the estate.
Options Agreement (submit only if the deceased's account contains put or call option contracts)
If either owner of a joint accounts passes away, the surviving joint owner will need to submit the below documents. This will open a new individual account. Account assets will then be transferred from the joint to the new individual account.
Photocopy of IRS letter confirming issuance of the trust's tax id number. This is the letter issued by the IRS after approving your "Form SS-4" application for new tax id number. Submit only if Trust uses a separate tax id number instead of your social security number.