May 23, 2012 Alok Gupta Sale & Transfer of Investment Securities, Sale of Investment Securities, Transfer of Investment Securities

About the 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.

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