E-trade股票繼承求助 - 理財

By Lucy
at 2021-06-03T16:11
at 2021-06-03T16:11
Table of Contents
家人在今年初意外過世,生前有透過券商E-trade購買公司的美國股票,最近跟E-trade接
洽繼承的申請,E-trade回信需要我們提供以下文件:
1. An Original Certified Copy of the Death Certificate (with Apostille) *
2.An Original Certified Copy of the Court Documentation (or Court equivalent)n
aming the Executor for the Estate or Legal Heir(s) (with Apostille) *
3. A photocopy of the IRS Federal Transfer Certificate Affidavit the estate/cl
aimant will be sending to the IRS.
想請教大家,
第一項應該就是死亡證明?
第二項應該是繼承證明,實際應該要提供哪種文件呢?除戶戶籍謄本可以嗎?
第三項似乎是稅務的文件,但是看不太懂,想麻煩大家幫幫忙 (家人股票市值應該小於6
萬美元)
已知中文文件要翻成英文並且法院公證,因整個申請流程實在不熟悉,加上網路上關於海
外證券的繼承資訊也不多,只知道好像會花很多時間和
金錢...,無論如何,就當作是幫家人完成最後的任務,懇請大家幫幫忙,非常感謝!
如果有實際跑過海外證券繼承流程的朋友,也希望可以跟我分享,歡迎留言或站內信:)
--
洽繼承的申請,E-trade回信需要我們提供以下文件:
1. An Original Certified Copy of the Death Certificate (with Apostille) *
2.An Original Certified Copy of the Court Documentation (or Court equivalent)n
aming the Executor for the Estate or Legal Heir(s) (with Apostille) *
3. A photocopy of the IRS Federal Transfer Certificate Affidavit the estate/cl
aimant will be sending to the IRS.
想請教大家,
第一項應該就是死亡證明?
第二項應該是繼承證明,實際應該要提供哪種文件呢?除戶戶籍謄本可以嗎?
第三項似乎是稅務的文件,但是看不太懂,想麻煩大家幫幫忙 (家人股票市值應該小於6
萬美元)
已知中文文件要翻成英文並且法院公證,因整個申請流程實在不熟悉,加上網路上關於海
外證券的繼承資訊也不多,只知道好像會花很多時間和
金錢...,無論如何,就當作是幫家人完成最後的任務,懇請大家幫幫忙,非常感謝!
如果有實際跑過海外證券繼承流程的朋友,也希望可以跟我分享,歡迎留言或站內信:)
--
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理財
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