Table Of Heirs Form PDF Details

In today's digital age, managing the aftermath of a loved one's passing involves a daunting array of tasks, one of which includes the accurate documentation of heirs for the purpose of claim settlements and fund distributions. The Table of Heirs form, overseen by the Office of the State Comptroller in New York, particularly under the jurisdiction of Thomas P. Dinapoli, simplifies this process. Aimed primarily at the proper listing and verification of heirs to deceased individuals, this essential document plays a pivotal role in ensuring assets find their way to rightful owners. From detailing spouses and children to extending the list to parents, siblings, and nieces or nephews, the document meticulously categorizes potential heirs to prevent oversight and legal complications. Notably, the form accommodates additions through separate sheets, underscoring the importance of thoroughness and accuracy. Key elements include personal identifiers and the status of each listed individual, significantly impacting the procedurals of claims against unclaimed funds. The State of New York facilitates this process further by allowing both mail and online submissions, emphasizing the need for personal identification information to streamline the claims process, although providing such data at this stage remains optional. The form's acknowledgment by a notary public attests to its legal gravitas, cementing its role in transparently and efficiently managing one's estate in adherence to the NYS Abandoned Property Law.

QuestionAnswer
Form NameTable Of Heirs Form
Form Length2 pages
Fillable?No
Fillable fields0
Avg. time to fill out30 sec
Other namesnew york table of, table of heirs new york, table heirs, n alive comptroller

Form Preview Example

THOMAS P. DINAPOLI

 

 

 

 

110 STATE STREET

STATE COMPTROLLER

 

 

 

ALBANY, NEW YORK, 12236

 

 

STATE OF NEW YORK

 

 

 

 

 

OFFICE OF THE STATE COMPTROLLER

 

 

 

 

Office of Unclaimed Funds

 

 

 

 

 

TABLE OF HEIRS

 

REFERENCE NUMBER:

 

 

 

 

 

DECEASED_______________________________________________

DATE OF DEATH__________________

 

IF NO SPOUSE OR BLOOD RELATIVES EVER EXISTED IN A CATEGORY, WRITE “NONE”.

IF MORE SPACE IS NEEDED IN A PARTICULAR CATEGORY, PLEASE ATTACH A SEPARATE SHEET.

 

ANY CATEGORY MISSING DETAIL MAY RESULT IN DELAYED PROCESSING.

 

Name

Address

 

S.S.N#

Alive

Death

 

 

 

 

 

(Y or N)

Date

I. Spouse

 

 

 

 

 

 

of the

1. ______________________ |_______________________________ |____________________| _________ |____________________

Deceased

 

 

 

 

 

 

 

2. ______________________ |_______________________________ |____________________| _________ |____________________

 

Name

Address

S.S.N#

Alive

Death

Spouse

 

 

 

 

(Y or N)

Date

Name

II. ALL

 

 

 

 

 

 

Children

1. ____________________ |_________________________ |_________________| ________ |_________| ______________________

of the

 

 

 

 

 

 

Deceased

 

 

 

 

 

 

2.____________________ |_________________________ |_________________| ________ |_________| ______________________

3.____________________ |_________________________ |_________________| ________ |_________| ______________________

4.____________________ |_________________________ |_________________| ________ |_________| ______________________

 

Name

Address

S.S.N#

Alive

Death

Parent(s)

 

 

 

 

(Y or N)

Date

Name

III. ONLY

 

 

 

 

 

 

Children

1. ____________________ |_________________________ |_________________| ________ |_________| ______________________

of the

 

 

 

 

 

 

Deceased

 

 

 

 

 

 

Children

2. ____________________ |_________________________ |_________________| ________ |_________| ______________________

(Grandchil

 

 

 

 

 

 

dren of

 

 

 

 

 

 

the

3. ____________________ |_________________________ |_________________| ________ |_________| ______________________

Deceased)

 

 

 

 

 

 

4. ____________________ |_________________________ |_________________| ________ |_________| ______________________

COMPLETE SECTION IV, V AND VI, ONLY IF THE DECEASED HAD NO CHILDREN (SEE NEXT PAGE)

________________________________________________
Social Security / Taxpayer Identification Number

TABLE OF HEIRS

Page -2-

 

Name

Address

 

S.S.N#

Alive

Death

 

 

 

 

 

(Y or N)

Date

IV.

 

 

 

 

 

 

Parents of

1. ______________________ |_______________________________ |____________________| _________ |____________________

the

 

 

 

 

 

 

Deceased

 

 

 

 

 

 

 

2. ______________________ |_______________________________ |____________________| _________ |____________________

 

Name

Address

S.S.N#

Alive

Death

Spouse

 

 

 

 

(Y or N)

Date

Name

V. ALL

 

 

 

 

 

 

Brothers

1. ____________________ |_________________________ |_________________| ________ |_________| ______________________

and

 

 

 

 

 

 

Sisters of

 

 

 

 

 

 

the

2. ____________________ |_________________________ |_________________| ________ |_________| ______________________

Deceased

 

 

 

 

 

 

3.____________________ |_________________________ |_________________| ________ |_________| ______________________

4.____________________ |_________________________ |_________________| ________|_________| ______________________

 

Name

Address

S.S.N#

Alive

Death

Parent(s)

 

 

 

 

(Y or N)

Date

Name

VI. ONLY

 

 

 

 

 

 

Children

1. ____________________ |_________________________ |_________________| ________ |_________| ______________________

of the

 

 

 

 

 

 

Deceased

 

 

 

 

 

 

Brothers

2. ____________________ |_________________________ |_________________| ________ |_________| ______________________

and

 

 

 

 

 

 

Sisters

 

 

 

 

 

 

3.____________________ |_________________________ |_________________| ________ |_________| ______________________

4.____________________ |_________________________ |_________________| ________ |_________| ______________________

This table was completed by ___________________________, who is related to the decedent as a __________________________,

and who resides at ________________________________________in the county of __________________________________ and

State of ________________________, and, who being duly sworn, declares under penalty of perjury that the above information is true

and correct to the best of her/his knowledge.

________________________________________________

Signature

*The Social Security Number / TIN is optional at this point, but including it may facilitate our research and may avoid a future request for the number.

Sworn to before me this _______________ day

of _________________________, 20 _______,

_____________________________________

Signature / Seal - Notary Public

Return this form by mail: Office of Unclaimed Funds 110 State Street Albany, NY 12236

Submit online:

https://ouf.osc.state.ny.us/ouf/cs

Contact us: nysouf@osc.ny.gov or 800-221-9311.

Visit our webpage at http://www.osc.state.ny.us/ouf/index.htm.

We invite you to like us on Facebook at facebook.com/nyscomptroller

and follow us on Twitter at @NYSComptroller

NYS Personal Privacy Protection Law Notification: The NYS Comptroller's Office of Unclaimed Funds (OUF) is requesting you to provide your Taxpayer Identification Number and/or

Date of Birth on this form in order to verify your identity and that you're entitled to claim the funds. OUF is authorized to collect this information under Section 1406 of the NYS

Abandoned Property Law. Disclosing this information is voluntary and we will process your claim without it. However, in certain cases OUF is required to report the transaction to the Internal Revenue Service and/or other taxing authorities. If your claim is subject to such a requirement, and you don’t provide the requested information at this time, we’ll require that

you provide such information prior to payment. The information provided will be maintained in the Unclaimed Funds Processing System which is under the direction of the Assistant

Director of Services of OUF, 110 State Street, Albany, NY 12236

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