Fill and Sign the California California Renunciation and Disclaimer of Individual Retirement Account Annuity or Bond Form

- 1 - Prepared by U.S. Legal Forms, Inc. Copyright 2016 - U.S. Legal Forms, Inc. STATE OF CALIFORNIA RENUNCIATION AND DISCLAIMER OF PROPERTY Control Number – CA - 07 - 03 - 2 - NOTES ON COMPLETING THESE FORMS The form(s) in this packet contain “form fields” created using Microsoft Word. “Form fields” facilitate completion of the forms using your computer. They do not limit you ability to print the form “in blank” and complete with a typewriter or by hand. It is also helpful to be able to see the location of the form fields. Go to the View menu, click on Toolbars, and then select Forms. This will open the forms toolbar. Look for the button on the forms toolbar that resembles a “shaded letter “a”. Click i n this button and the form fields will be visible. By clicking on the appropriate form field, you will be able to enter the needed information. In some instances the form field and the line will disappear after information is entered. In other cases it will not. This is appropriate and the way the form is designed to function. - 3 - DISCLAIMER These materials were developed by U.S. Legal Forms, Inc. based upon statutes and forms for the State of California. All Information and Forms are subject to this Disclaimer: All forms in this package are provided without any warranty, express or implied, as to their legal effect and completeness. Please use at your own risk. If you have a serious legal problem we suggest that you consult an attorney. U.S. Legal Forms, Inc. does not provide legal advice. The products offered by U.S. Legal Forms (USLF) are not a substitute for the advice of an attorney. THESE MATERIALS ARE PROVIDED "AS IS" WITHOUT ANY EXPRESS OR IMPLIED WARRANTY OF ANY KIND INCLUDING WARRA NTIES OF MERCHANTABILITY, NONINFRINGEMENT OF INTELLECTUAL PROPERTY, OR FITNESS FOR ANY PARTICULAR PURPOSE. IN NO EVENT SHALL U. S. LEGAL FORMS, INC. OR ITS AGENTS OR OFFICERS BE LIABLE FOR ANY DAMAGES WHATSOEVER (INCLUDING, WITHOUT LIM ITATION DAMAGES FOR LOSS OF PROFITS, BUSINESS INTERRUPTION, LOSS OF INFORMATION) ARISING OUT OF THE USE OF OR INABILITY TO USE THE MATERIALS, EVEN IF U.S. LEGAL FORMS, INC. HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. Renunciation and Disclaimer of Property - 1 - SUPERIOR COURT OF CALIFORNIA COUNTY OF In Re the Estate of: ) ) NO. ) ) Decedent ) ) RENUNCIATION AND DISCLAIMER OF PROPERTY (Individual Retirement Account, Annuity, or Bond) ____________________________________________________________________________ I. Pursuant to the California Probate Code Div. 2, Part 8, Chap. 2, the undersigned, ______________________________ , has an interest in an Individual Retirement Account, and/or an Annuity, and/ or a Bond. The identifying account and/or bond information is as follows: II. The undersigned has an interest in the property in the above -captioned proceeds of ______________________________ (the decedent) who died on ________________________ . III. The undersigned attests that th e disclaimer of the property interest will be filed no later than nine months after the death of the decedent. Renunciation and Disclaimer of Property - 2 - IV. The undersigned is entitled to receive the following proceeds: V. The property devolves to others pursuant to the provisions of applicable State law as though the undersigned had predeceased the decedent. As a result of this renuncia tion and disclaimer the following individual(s) will take the interest to the proceeds of the deceased as described in paragraph IV: ______________________________ ______________________________ ______________________________ VI. Pursuant to applica ble law of the State of California, and the Internal Revenue Code of 1986, if applicable, the undersigned hereby renounces and disclaims any interest or right to the property or asset of the deceased described in paragraph IV. VII. Renunciation and Disclaimer of Property - 3 - This renunci ation and disclaimer shall for all purposes be deemed to relate back to the date of decedent's death and is an irrevocable refusal to accept that property effected hereby, and is hereby delivered to the personal representative, executor or executrix of the decedent. DATED this ______ day of __________________ , 20 ______ . Name Type or Print Name State of California County of On before me, (here insert name and title of the officer), personally appeared , who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledg ed to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument. I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct. WITNESS my hand and official seal. Signature (Seal) I certify that on the ______ day of ____________ , 20 ______ , I delivered a true copy of the Renunciation and Disclaimer of Property by personal delivery, registered mail, and/or certified mail to ______________________________________ __________ (name and address), the personal representative, executor, executrix, or other fiduciary of the decedent. DATED this the ______ day of ____________ , 20 ______ . Signature Renunciation and Disclaimer of Property - 4 - Type or Print Name Address City, State, Zip Code Telephone Receipt of an executed copy of the above Renunciation and Disclaimer is acknowledged this ______ day of ____________ , 20 ______ . Signature Type or Print Name Personal Representative/Executor/Executrix