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.

Before you go
Get notified by email as insights are published, stay informed. Subscribe now!

    Name *

    Email *

    Position *

    By submitting this form you are providing us with your personal information. We take great care to look after your personal data safely and securely. You can read full details in our Privacy Policy