Affidavit of Domicile Form

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Updated Jan 12, 2024
~ 2 pages
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An Affidavit of Domicile is a sworn document between an estate representative and a financial institution that verifies the deceased’s permanent residence. It is used by executors to release or transfer assets like stocks or bonds held in the decedent’s name.
Affidavit of Domicile

State of  

County of  

I,  , residing at  , the   of the deceased person (the "Decedent"), being duly sworn, testify and state as follows:

The Decedent:

  • Full legal name:   

  • Date of death:  

  • Last known legal residence:  

 

Domicile certification. I hereby confirm that the Decedent,  , was a legal resident of   at the time of death.

Purpose. This Affidavit is executed to ensure the transfer of securities and/or accounts owned by the Decedent at the time of death, namely  , to the persons legally entitled to do so under the laws of the country where the Decedent was residing.

Legal acknowledgment. I,  , solemnly confirm and declare that the information provided in this Affidavit is true and accurate to the best of my knowledge. I understand that any false statements may have legal consequences.

This Affidavit was made on  .

____________________________

(Place for signature)

 

Notary acknowledgment

 

State of  

Acting in the county of  

 

 

 

Sworn to and subscribed before me on ___________________________.

 

 

 

___________________________________

Place for signature

 

 

 

______________________________________

Notary public's name and seal

Written by Megan Thompson - Reviewed by Jonathan McGill

Template Description

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Paper titled "Affidavit of Domicile", woman walking with a pile of folders from the house

An affidavit of domicile is a legal document employed mainly in the settlement of estates. In particular, it is used to verify the primary residence of a deceased person at the time of death, which is often essential in transferring securities owned by the deceased. This document proves a person's legal place of residence.

This legal document also provides strong evidence of a person's place of residence, which can have significant implications for issues relating to tax, inheritance, and legal obligations. Properly understanding and utilizing this instrument can, therefore, protect your interests and prevent future disputes.

When to Use an Affidavit of Domicile

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There are numerous instances in which you may need to use an affidavit of domicile form. One common example involves the transfer of assets post-death. When a property owner dies, the executor or personal representative may need to submit an affidavit of domicile and debts, which clearly states the deceased person's place of domicile at the time of death. 

Additionally, you may need an affidavit of domicile form in real estate transactions, divorce proceedings, or any situation where you need to confirm your residence. Irrespective of the scenario, it's always advised to have the affidavit of domicile to back your claims.

Parties

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  • Affiant/DeponentHow To Write an Affidavit of Domicile –– The affiant is the individual who, with their signature, verifies the affidavit of domicile. The affiant may be the executor of an estate or anyone authorized to assert the decedent's place of residence at the time of death. This individual's responsibility is to provide truthful information based on personal knowledge or readily accessible and available records. Upon completion, the affiant signs the document, asserting under penalty of perjury that the information contained therein is complete and accurate.

  • Notary public –– The notary public is a state-appointed official responsible for overseeing the signing of important documents, such as the affidavit of domicile. The role of the notary public in the preparation of the letter of domicile is to affirm that the affiant's identity has been verified and that the signing was done willingly and under no duress. Once this has been ascertained, the notary public notarizes the affidavit of domicile, giving it legal significance. Upon doing so, the notary provides a stamp or seal and signs the document, validating the identity of the affiant and their understanding of the document's content.

Key Terms

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  • Domicile: This is the place a person considers their principal home and intends to return, even after staying in another state or country.
  • Estate: This term refers to the deceased's worldly possessions, including properties, assets, liabilities, and debts. It constitutes everything the deceased owned at their death or owed (collectively known as the affidavit of debts and domicile).
  • Notarized Affidavit: This is the affidavit that has been certified by a notary public. A notary is a public official who authenticates legal documents, thus giving them legal weight.
  • Securities: These are the financial assets, like stocks and bonds, and they need to be transferred using a free affidavit of domicile form after the original owner's death.

How to Write an Affidavit of Domicile

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A notarized affidavit of domicile is a legal instrument that validates the residence of a deceased individual at the time of death. You can use an affidavit of domicile form PDF available at Loio or consider the assistance of a lawyer in the creation of this document. 

Here is a guide on how an affidavit of domicile PDF should be created:

Affiant
  1. Provide the specific details of all parties involved, including your legal name, your relationship to the deceased, and your contact information.
  2. Highlight the deceased individual's full legal name and the address of their domicile at the time of death.
  3. Furnish the details of the decedent's securities, including certificates, bonds, or stocks they owned.
  4. Assert that the deceased individual was legally domiciled at the stated address at the time of their death.
Notary public
  1. Confirm the identity of the affiant, ensuring they are the individuals they claim to be.
  2. Ensure the affiant understands the contents and consequences of the affidavit of debt and domicile.
  3. Witness the affiant signing the affidavit, thereby attesting to the truthfulness of the statements.
  4. Once the affidavit is signed, as the notary public, you should then sign and stamp the affidavit, validating its authenticity.

Both parties should thoroughly review the form. Consultation with a lawyer is advisable to safeguard all involved parties' interests. 

In conclusion, a certificate of domicile has a key role in the estate settlement process. Having a well-drafted document protects the interests of the parties involved and lends credibility to the process. It's possible to find a ready-made, customizable template to simplify the process while ensuring that no key details are left out. Meanwhile, without the knowledge of the affidavit of domicile meaning, the transfer of a deceased's assets can be quite daunting.

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