SURROGATE’S COURT OF THE STATE OF NEW YORK
COUNTY OF
---------------------------------------------------------------------------
Estate of
RENUNCIATION AND
DISCLAIMER OF PROPERTY
, (Life Insurance or Annuity
Contract)
Deceased. File No.
---------------------------------------------------------------------------
I.
Pursuant to the New York State Consolidated Laws, Chapter 17-B, Article 2, Part 1, § 2-1.11,
the undersigned, ____________________________________ , has an interest in a life
insurance policy and/or an annuity contract that he/she chooses to exercise his/her right to
disclaim any interest in the policy and/or the contract. The identifying policy/contract
information is as follows:
____________________________________________________________
II.
The undersigned has an interest in the property in the above-captioned policy/contract of
______________________________ (the decedent) who died on __________________ .
III.
The undersigned attests that the disclaimer of the property interest will be filed no later than nine
months after the death of the decedent.
Renunciation and Disclaimer of Property
Page 1 of 4
IV.
The undersigned is entitled to receive the following property:
________________________________________________________________________
V.
The property devolves to others pursuant to the provisions of applicable State law as though the
undersigned had predeceased the decedent.
VI.
Pursuant to applicable law of New York State, 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.
This renunciation 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 ______ .
Signature
Type or Print Name
Renunciation and Disclaimer of Property
Page 2 of 4
STATE OF NEW YORK
COUNTY OF __________________
On the ______ day of __________________ in the year 20 ______ before me, the
undersigned, personally appeared ______________________________ , personally known to
me or proved to me on the basis of satisfactory evidence to be the individual(s) whose name(s) is
(are) subscribed to the within instrument and acknowledged to me that he/she/they executed the
same in his/her/their capacity (ies), and that by his/her/their signature(s) on the instrument, the
individual(s), or the person upon behalf of which the individual(s) acted, executed the
instrument.
Notary Public
My commission expires:
Type or Print Name
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 of Party
Printed Name
Address
City, State, and Zip
Telephone Number
Renunciation and Disclaimer of Property
Page 3 of 4
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
Renunciation and Disclaimer of Property
Page 4 of 4
SURROGATE’S COURT OF THE STATE OF NEW YORK
COUNTY OF
---------------------------------------------------------------------------
Estate of AFFIDAVIT IN RELATION
TO RENUNCIATION AND
DISCLAIMER OF PROPERTY
, (Life Insurance or Annuity
Contract)
Deceased. File No.
---------------------------------------------------------------------------
STATE OF NEW YORK )
) ss.:
COUNTY OF )
I, , being duly sworn, depose and say:
(1) My domicile is
(Street Address) (City/Town/Village)
(County) (State) (Zip) (Telephone Number)
My mailing address is
(If different from domicile)
(2) Pursuant to § 2-1.11(b)(2), I hereby affirmatively state that I have not received and I am
not to receive any consideration in money or money’s worth for the attached Renunciation from
a person or persons whose interest is to be accelerated, unless payment has been authorized by
the Court.
Signature of Affiant
Print Name
Sworn to before me on
__________________ , 20 ______
Notary Public
Affidavit in Relation to Renunciation and Disclaimer of Property
Page 1 of 1
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