Santa Ana California Form 706-NA 2019-2025

Santa Ana California Form 706-NA: What You Should Know

The information provided on this Form 706 is intended to meet the requirements of those agencies. This is information that should be included in the form. To view an individual's information and other personal information entered into the form, click on the “View Personal Information” link at the bottom of the Form 706. It is also available online on the Statewide Legal System (SELLS). This form must be signed by an attorney who is qualified to practice law in California. The signature of an attorney is required on all documents filed with the Secretary of State. For Individuals: the following minimum information about an individual is required on Form 706: 1. Name of the individual's estate/deceased person.  2. Age of individual (individual under 18 years of age and the deceased person or the individual's estate/deceased person). 3. Occupation of individual (full time job). 4. County of individual (if applicable). 5. Social Security Number (also known as SSN). 6. Age of spouse. 7. Date of birth. 8. Place of residency (California, where individual has resided for 10 taxable years or any place where individual has resided since 18 years of age). This form is used for filing estate (died person or estate) and generation-skipping taxes, such as social security, inheritance, federal estate tax, and California state transfer taxes. For further information about these taxes, please do not contact us; please refer to and for information. Please do not include the following information on forms 706 and 707: Personal ID number; Social Security Numbers; Date of birth or age of the individual or individual's spouse; any identification number (such as a driver's license number) of the estate; Credit card information; any income-earning assets of the individual; Account balances of the individual, such as personal debt and other debt; Any credit report that applies to the individual; or Any income statement, such as wages, salaries, or other wage-earning income. Please check with the Social Security Administration to see if your name or personal identification number has been reported to them. We may ask for additional information or documents.

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