Tax waiver requirements

ARTICLE TAKEAWAYS

  • Find out which states and U.S. territories do not require a tax waiver to transfer or redeem shares from a deceased owner’s account

List of states and U.S. territories that don’t require a tax waiver to transfer or distribute a deceased owner’s account

Certain states and U.S. territories do not require a tax waiver to transfer or redeem shares from a deceased owner’s account.

The states and territories listed below do not require a tax waiver. If the deceased account owner’s state isn’t listed, contact us at (800) 421-0180 to find out whether a tax waiver is required.

States and U.S. territories that do not require a tax waiver

  • Alaska (AK)
  • Arkansas (AR)
  • Colorado (CO)
  • Florida (FL)
  • Georgia (GA)
  • Idaho (ID)
  • Kansas (KS)
  • Kentucky (KY)
  • Louisiana (LA)
  • Maine (ME)
  • Maryland (MD)
  • Massachusetts (MA)
  • Michigan (MI)
  • Minnesota (MN)
  • Mississippi (MS)
  • Nevada (NV)
  • New Jersey (NJ)
  • New Mexico (NM)
  • North Dakota (ND)
  • South Carolina (SC)
  • Utah (UT)
  • Vermont (VT)
  • Virgin Islands (VI)
  • Virginia (VA)

Common questions

The tax waiver gives Capital Group consent from the state’s inheritance tax division to transfer or redeem shares from the deceased owner’s account.

The state in which the decedent was a tax resident.

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Life events

This material does not constitute legal or tax advice. Investors should consult with their legal or tax advisors.

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