Probate forms
Federal forms for executors
These forms are the same in every state, so they are listed here once instead of on each court page. They come from 6 federal agencies; 44 forms in all, each with a PDF and a link to the agency's own page.
General information, not legal advice. Agencies update their forms, so check the official source for the current version. Which ones you need depends on the person who died, for example whether they received Social Security or VA benefits.
Department of the Treasury (3)
FS 5336: Disposition of Treasury Securities Belonging to a Decedent's Estate Being Settled Without Administration
Small-estate disposition of US Treasury securities without formal probate.
Official source: treasurydirect.govFS 1455: Request By Owner or Person Entitled to Payment for Reissue of United States Savings Bonds
Reissue or redeem savings bonds owned by the decedent.
Official source: treasurydirect.govFS 1522: Special Form of Request for Payment of United States Savings and Retirement Securities
Request payment on Treasury securities held by the estate or heir.
Official source: treasurydirect.gov
Department of Veterans Affairs (VA) (3)
Application For Burial Benefits
Reimbursement to estate or family for burial expenses of an eligible veteran.
Official source: vba.va.govApplication For DIC, Survivors Pension And/Or Accrued Benefits
Survivor's claim for VA dependency, survivors pension, or accrued benefits.
Official source: vba.va.govVA40-1330: Claim For Standard Government Headstone Or Marker
Application for free veteran headstone/marker for placement on the grave.
Official source: va.gov
Internal Revenue Service (IRS) (28)
1041: Accumulation Distribution for Certain Complex Trusts
Reports accumulation distributions from complex trusts.
Official source: irs.gov1041-T: Allocation of Estimated Tax Payments to Beneficiaries
Trustee elects to allocate estimated tax payments to beneficiaries.
Official source: irs.gov1041: Alternative Minimum Tax — Estates and Trusts
Computes AMT for estates and trusts.
Official source: irs.govSS-4: Application for Employer Identification Number
Required to obtain an EIN for the estate, used on the 1041 and bank accounts.
Official source: irs.gov706: Application for Extension of Time To File a Return and/or Pay U.S. Estate Taxes
Six-month extension request for filing or paying federal estate tax.
Official source: irs.gov1041: Beneficiary's Share of Income, Deductions, Credits, etc.
Issued to each beneficiary reporting their share of estate or trust income.
Official source: irs.gov1041: Capital Gains and Losses (Estates and Trusts)
Reports capital gains and losses on assets sold by the estate or trust.
Official source: irs.gov706-CE: Certification of Payment of Foreign Death Tax
Used to claim a credit for foreign death taxes against US estate tax.
Official source: irs.gov8855: Election To Treat a Qualified Revocable Trust as Part of an Estate
Section 645 election combining a revocable trust with the estate for income tax purposes.
Official source: irs.gov1041: Estimated Income Tax for Estates and Trusts
Quarterly estimated tax voucher for estates and trusts.
Official source: irs.gov706: Generation-Skipping Transfer Tax (Form 706)
Computes GST tax on direct skips at death; attached to Form 706.
Official source: irs.gov706-GS: Generation-Skipping Transfer Tax Return for Distributions
Filed by skip-person beneficiary receiving a distribution from a trust subject to GST tax.
Official source: irs.gov706-GS: Generation-Skipping Transfer Tax Return for Terminations
Filed by trustee when a trust termination triggers GST tax.
Official source: irs.gov8971: Information Regarding Beneficiaries Acquiring Property From a Decedent
Reports basis of property transferred to beneficiaries; required when 706 is filed.
Official source: irs.gov56: Notice Concerning Fiduciary Relationship
Notifies IRS that a fiduciary (executor/administrator) is acting on behalf of the estate.
Official source: irs.gov706-GS: Notification of Distribution From a Generation-Skipping Trust
Trustee informs skip-person of GST distribution and tax basis.
Official source: irs.gov1041-V: Payment Voucher (Estate or Trust)
Payment voucher accompanying paper 1041 balance-due payments.
Official source: irs.gov2848: Power of Attorney and Declaration of Representative
Authorizes attorney/CPA to represent the estate before the IRS.
Official source: irs.gov706 HAS: Request for Discharge From Personal Liability Under IRC 2204 or 6905
Executor requests release from personal liability for estate or income tax.
Official source: irs.gov4810: Request For Prompt Assessment Under Internal Revenue Code Section 6501(d)
Executor requests IRS prompt assessment to shorten the statute of limitations.
Official source: irs.gov1310: Statement of Person Claiming Refund Due a Deceased Taxpayer
Filed by personal representative to claim a tax refund owed to the decedent.
Official source: irs.gov706-NA: U.S. Estate Tax Return for Nonresident Not a Citizen of the U.S.
Estate tax return for nonresident, non-citizen decedents with US-situs assets.
Official source: irs.gov706-QDT: U.S. Estate Tax Return for Qualified Domestic Trusts
Estate tax return for QDOTs holding assets for non-citizen surviving spouse.
Official source: irs.gov1041 U: U.S. Income Tax Return for Estates and Trusts
Annual income tax return for the estate during administration.
Official source: irs.gov1041-A: U.S. Information Return Trust Accumulation of Charitable Amounts
Filed by trusts claiming a charitable deduction with accumulated income.
Official source: irs.gov706-A: United States Additional Estate Tax Return
Recapture of estate tax savings from special-use property valuation under IRC 2032A.
Official source: irs.gov706 UNITED: United States Estate (and Generation-Skipping Transfer) Tax Return
Federal estate tax return for estates exceeding the federal exemption (currently $13.61M).
Official source: irs.gov709: United States Gift (and Generation-Skipping Transfer) Tax Return
Reports lifetime gifts that affect estate tax exemption calculations.
Official source: irs.gov
Office of Personnel Management (OPM) (6)
SF 2800: Application for Death Benefits (CSRS)
Survivor benefit claim for federal civilian retiree under Civil Service Retirement.
Official source: opm.govSF 3104: Application for Death Benefits (FERS)
Survivor benefit claim for federal civilian retiree under Federal Employees Retirement.
Official source: opm.govFE6: Claim for Death Benefits (FEGLI)
Federal Employees' Group Life Insurance claim by beneficiary or estate.
Official source: opm.govSF 2818: Continuation of Life Insurance Coverage as Annuitant
Election to continue FEGLI as a federal annuitant; affects survivor proceeds.
Official source: opm.govFE7: Designation Of Beneficiary (FEGLI)
Names beneficiaries for federal employee group life insurance.
Official source: opm.govSF 2823: Designation Of Beneficiary Federal Employees' Group Life Insurance
Designate FEGLI life insurance beneficiaries (federal employees).
Official source: opm.gov
Social Security Administration (SSA) (3)
SSA-4: Application for Child's Insurance Benefits
Survivors' benefit application for the decedent's children.
Official source: ssa.govSSA-10: Application for Widow's or Widower's Insurance Benefits
Application for survivors' Social Security benefits.
Official source: ssa.govSSA-721: Statement of Death by Funeral Director
Notifies Social Security of decedent's death; usually filed by the funeral home.
Official source: ssa.gov
U.S. Citizenship and Immigration Services (USCIS) (1)
I-360: Petition For Amerasian, Widow(er), Or Special Immigrant
Self-petition by widow(er) of a deceased US citizen for immigration benefits.
Official source: uscis.gov