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Instructions for Beneficiaries - Texas Transfer Toolkit


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This paper tells your loved ones how to claim your home, car, or bank account(s) after your death. It’s also a good idea to give
each beneficiary (the person who is getting the home, car or money from the bank account) a copy of the forms that have been
filed along with any other information they need to know to complete the transactions after your death (example: the affidavit
of death form needed to transfer title to your home, the vehicle identification number/VIN for your car, the name of your bank
and the branch location where the form was filed, account numbers, etc.).