L 8 Form - You cannot use this form to release any asset passing to a beneficiary other than the class a beneficiaries specifically listed in part i). Transfer inheritance and estate tax. This form can be completed by the executor, administrator, the surviving class a joint tenant, or class a payable on death (pod) beneficiary of the assets for which release is sought. This form is required when an individual passes away, and there are assets in their name that need to be transferred to beneficiaries. (bank accounts, stocks, bonds, and brokerage accounts) decedent’s name_______________________________________________________ decedent’s s.s.
This form can be completed by the executor, administrator, the surviving class a joint tenant, or class a payable on death (pod) beneficiary of the assets for which release is sought. (bank accounts, stocks, bonds, and brokerage accounts) decedent’s name_______________________________________________________ decedent’s s.s. You cannot use this form to release any asset passing to a beneficiary other than the class a beneficiaries specifically listed in part i). Transfer inheritance and estate tax. This form is required when an individual passes away, and there are assets in their name that need to be transferred to beneficiaries.