Share Data > Sale & Transfer of Investment Securities > Form 706-NA & Form 5173 or Federal Transfer Certificate (May 2012)
Form 706-NA & Form 5173 or Federal Transfer Certificate (May 2012)

About the Form 706-NA & Form 5173

Form 706-NA & Form 5173

If on the date of the death, the deceased’s assets (shares, bank accounts, furniture, land & property) are worth more than US$60,000, executors have to fill out the Form 706-NA within 9 months of the death.

A year after its submission, the IRS will issue the Form 5173 otherwise known as the Federal Transfer Certificate. Company registrars require this form to register the transfer of the shares into the names of the executors or the beneficiaries.

Taking advantage of Share Data’s comprehensive valuation service is easy. Simply call us on +44 01403 271170 or go to our contact page to discuss your requirements.

Slide I have been extremely impressed with the service received and won't hesitate to both use and recommend share data's services in the future. Jennifer B, David Auld & Co Solicitors

16th August 2019

Slide My firm have used share data for their medallion guarantee services for foreign shareholders since the beginning of 2018 – each occasion has been efficient and successful which leads to happy clients. I would strongly recommend their services, with a special mention for teresa – who is friendly, helpful and gets the job done. Asset Manager

23rd August 2018

Slide Share Data's service is brilliant. Currently, sorting another one for you! Deanne Taylor, Smalleys Solicitors Ltd

8th November 2019

Slide Thank you for processing our Medallion Guarantee and for all of your assistance leading up to it. Share Data have a great service. Walker Crips Investment Management

6th August 2020

Slide I wish everyone was as quick and easy to deal with as you have been. It is truly a pleasure and a great contrast to most other financial service companies in Canada and New Zealand that I have dealt with in the past. Private Individual

26th November 2019