Affidavit of Domicile

Certify the state of legal residence of a deceased person at the time of death. Required by brokerage firms, transfer agents, and banks before transferring stocks, bonds, and other securities from a decedent's estate to heirs or beneficiaries.

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Affidavit of Domicile Affidavit — Frequently Asked Questions

Why do brokerage firms require an affidavit of domicile?

Transfer agents and brokerage firms require an affidavit of domicile to confirm the state where the deceased legally resided at death. Domicile determines which state's estate and inheritance tax laws apply before stocks, bonds, or mutual funds can be re-registered or transferred to heirs.

Who signs an affidavit of domicile?

The executor or administrator of the estate typically signs the affidavit of domicile. If no formal probate is opened, a surviving spouse, heir, or beneficiary with knowledge of the decedent's residence may sign. The affidavit must be notarized to be accepted.

How do I make a affidavit of domicile affidavit legally valid?

Fill in the affidavit of domicile affidavit, print it, and sign it in front of a Notary Public — do not sign beforehand. Bring a valid government-issued photo ID. Notaries are available at UPS Stores, banks, law offices, courthouses, and through online notarization services, and fees typically range from $2 to $25 per signature depending on your state.

Is this affidavit of domicile affidavit template free?

Yes. You can generate a completed affidavit of domicile affidavit PDF or download a blank printable template completely free, with no sign-up required. Your information is used only to generate the document and is not stored after the PDF is created.