Fill and Sign the Estate Planning Questionnaire for Form

- 1 - ESTATE PLANNING QUESTIONNAIRE FOR: DATE: PERSONAL INFORMATION Name Birth date U.S. Citizen Principal Residence Any other Domicile: Domicile in community property states(s) (if ever): Birthplace: Social Security Number Dates of such domicile Community property acquired Business or profession Still: Active Retired Current marital status Single Married Widowed
(no marriage) (if applicable) (no partner) age: birth year; or current age at time of death social security number an sss-5 (for "social security") form must be filled out with each deceased individual. A sss-5 (for "social security") form must be filled out with each deceased individual. In addition to these information, a deceased individual may be required to provide his or her “life insurance policy number" or a copy of a life insurance policy. The social security administration website has an interactive sss-5 which allows a deceased person to enter his or her last name and year of birth and enter all of his or her personal information. The sss-5 will then compute a “life insurance policy number" which needs to be entered. Once this information is entered, the site automatically calculates a sss-5 which must be filled out and submitted. If you are planning to use the death certificate for personal or family purposes, you should not have any contact with the executor for the estate as you will have to fill out a sss-5 (in addition to your estate planning information). For this reason, the sss-5, for each deceased individual must be filed with the appropriate governmental agency as soon as possible after the death. Please contact an attorney before using social security numbers for purposes beyond your own personal purposes. Please note, "citizen" is available for all persons born after october 2, 1950. If, through no fault of your own, you have been declared legally incompetent, in compliance with the laws of the commonwealth of Massachusetts, you may be denied the use of your social security number by the government of the commonwealth. See information on the use of the ssn for persons not eligible for service. See your local social security administration office for more information. Back to top social security number renewals social security numbers may be renewed for 5 years. For each renewal, a new sss-5 must be obtained, and the SSA must receive proof of lawful status. This can be done by submitting one of the following forms: a letter from a doctor certifying that the deceased is no longer legally incompetent an order of a court of competent jurisdiction (for a deceased person who died while serving in the armed forces) the social