Hello! I am a CPA here to assist you with your tax questions. My goal is to provide you with excellent service today.
I'm truly sorry to hear about your loss.
The "Transfer Certificate" (IRS Form 5173) is received from the Internal Revenue Service. Executors, surviving joint tenants, trust beneficiaries or other persons legally entitled to receive the decedent's assets can request and obtain the Transfer Certificate from the
IRS SB/SE Estate Tax Group 1205,XXXXX, N.E. (UCP-CNN-730), Washington, DCNNN-NN-NNNN U.S.A.; telephone: (202) (NNN) NNN-NNNN fax:(NNN) NNN-NNNN
Customers will likely be asked to provide the IRS with copies of the estate tax return and
corroborating documentation. In addition, the IRS will typically require copies of the decedent's last will and testament and codicils thereto, if any, with English translations if appropriate, as well as copies of any death or inheritance tax returns and corrective
statements filed with a tax or regulatory authority outside the U.S., and a copy of the decedent's death certificate.
Form 706-NA is not the formal transfer certificate request. You can make the request by writing the address listed above.
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