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How do I complete an estate transfer for a publishing entity?

Steps and documentation required to transfer a publishing account due to the death of the administrator.

Follow the steps below to complete the estate transfer process:

Step 1: Gather Required Documents

To process the estate transfer, you’ll need to collect the following documents:

  • A copy of the death certificate
  • A copy of the relevant portion of the will, assigning the publishing interest to the heir(s)
  • A Testamentary Letter that identifies the executor or administrator of the estate

Step 2: Submit the Documents

Once you've gathered all required documents, please complete the following form:

Step 3: Wait for Review and Confirmation

After your materials are received, HFA will review the documentation. If everything is in order, a member of our team will follow up with next steps to complete the estate transfer. If you are a member of The MLC, you will need to update your tax and payment information separately in The MLC Portal. Please reach out to The MLC directly with any questions on that process.