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  2. What happens to your investment accounts after you die? - AOL

    www.aol.com/finance/what-happens-to-investment...

    The named beneficiary will typically need to provide a death certificate — along with other required forms, such as tax waivers in certain states — to the brokerage firm, and the transfer will ...

  3. Get Death Certificates. Whether your funeral home helps you or you contact your state’s vital statistics office, you’ll need several death certificates to process anything financial regarding ...

  4. Death certificate - Wikipedia

    en.wikipedia.org/wiki/Death_certificate

    Eddie August Schneider's (1911–1940) death certificate, issued in New York.. A death certificate is either a legal document issued by a medical practitioner which states when a person died, or a document issued by a government civil registration office, that declares the date, location and cause of a person's death, as entered in an official register of deaths.

  5. Vital record - Wikipedia

    en.wikipedia.org/wiki/Vital_record

    Vital records are records of life events kept under governmental authority, including birth certificates, marriage licenses (or marriage certificates), separation agreements, divorce certificates or divorce party and death certificates. In some jurisdictions, vital records may also include records of civil unions or domestic partnerships.

  6. Form 1099 - Wikipedia

    en.wikipedia.org/wiki/Form_1099

    For a variety of reasons some Form 1099 reports may include amounts that are not actually taxable to the payee. A typical example is Form 1099-S for reporting proceeds (not gain) from real estate transactions. The Form 1099-S preparer will report the sales proceeds without regard to the amount of the taxpayer's "basis" in the real estate sold.

  7. Host of new laws in effect with the new year - AOL

    www.aol.com/news/host-laws-effect-170200988.html

    Jan. 1—New laws taking effect today include an increase in the state minimum wage to $14 an hour, gender-neutral language for birth and marriage certificates, and a requirement that Hawaii law ...

  8. Form 1099-R - Wikipedia

    en.wikipedia.org/wiki/Form_1099-R

    Form 1099-R, 2015. In the United States, Form 1099-R is a variant of Form 1099 used for reporting on distributions from pensions, annuities, retirement or profit sharing plans, IRAs, charitable gift annuities and Insurance Contracts. Form 1099-R is filed for each person who has received a distribution of $10 or more from any of the above. [1]

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    Get AOL Mail for FREE! Manage your email like never before with travel, photo & document views. Personalize your inbox with themes & tabs. You've Got Mail!