My mom died. How do I manage ANCHOR for an estate?

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Q. My mom passed away in December 2022 and I am the executor and beneficiary of her estate. How exactly do I get to change her ANCHOR rebate address to my address in time for the next year’s benefit?
— Executor

A. We’re sorry to hear about the loss of your mother.

In addition to the address, you need to know a few other items for the ANCHOR benefit.

If you are an executor or surviving spouse/civil union partner filing on behalf of an eligible homeowner who died on or after Oct. 1, 2020, you must file a paper application, the ANCHOR website said.

You can print a paper application or upload a completed application through the electronic filing system, it said.

You will be able to attach supporting documents, such as a death certificate, with the application. You would also indicate the address on the form.

“If you file on behalf of an estate, we will issue the approved benefit in the name of the estate,” it said, noting that because it will be in the estate’s name, you will need to make sure you have an estate bank account to deposit the funds.

Individual taxpayers can find the change of address forms here. The website comes with instructions on how to upload it online or make the change by mail.

Executors can reach the Division of Taxation at (609) 292-5033.

Email your questions to .

This story was originally published in February 2024.

NJMoneyHelp.com presents certain general financial planning principles and advice, but should never be viewed as a substitute for obtaining advice from a personal professional advisor who understands your unique individual circumstances.

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