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For individuals dying before 1/1/2013 those seeking to transfer a decedent’s financial assets will need to complete a Consent to Transfer (Form IH-14) and submit the form (in triplicate) to the County Assessor’s Office in the Indiana county where the individual resided prior to their death. (Some financial institutions call this form a “tax waiver” form, Indiana’s form is the “Consent to Transfer” form (Form IH-14). The County Assessor’s Office will review the forms submitted, and if everything is in order, grant their consent to transfer the asset. Please keep in mind that the County Assessor’s consent is not automatic. One Consent to Transfer (Form IH-14) can be used if there are multiple accounts with the same financial institution.
This requirement does not apply to individuals who were not residing in Indiana at the time of his or her death. A Consent to Transfer (Form IH-14) is not required if the surviving spouse of the decedent is the only joint owner or the surviving spouse is the sole designated beneficiary of a financial account. If the financial account is a checking account you can use a Notice of Intended Transfer of Checking Account (Form IH-19).
The following representatives and individuals should complete and sign the Consent to Transfer form (Form IH-14) for these types of financial accounts:
|Type of Financial Account||Representative or Individual|
|Solely owned by the decedent||Personal Representative or|
Executor of the decedent’s estate
|Jointly owned||Each surviving joint owner|
|Asset owned by decedent’s trust or
trust is beneficiary of the account
|Trustee of the trust|
|Designated beneficiary(ies)||Each payable on death (POD) or|
transfer on death (TOD) beneficiary