Free Affidavit of Domicile

Affidavit of Domicile

An affidavit of domicile is used to confirm where a deceased person lived at the time of their death. This document is often required to transfer stocks, bonds, or other securities to heirs or beneficiaries. The affidavit helps financial institutions apply the correct probate and tax laws based on the state of residence.

Last updated May 18th, 2025

An affidavit of domicile is used to confirm where a deceased person lived at the time of their death. This document is often required to transfer stocks, bonds, or other securities to heirs or beneficiaries. The affidavit helps financial institutions apply the correct probate and tax laws based on the state of residence.

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Purpose and Use

The affidavit of domicile is typically submitted by a spouse, executor, or beneficiary who is inheriting shares or financial assets. It provides the decedent’s name, address, date of death, and the signer’s details. Most investment firms require this document before releasing or retitling assets, especially without a formal probate process.

 

Legal Requirements

The form is completed under oath and must be notarized to confirm the signer’s identity and intent. Submitting a certified copy of the death certificate is usually required. This can be obtained from the county records office where the death occurred or from the state’s Bureau of Vital Statistics.

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