[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-304835-105":53,"doc-detail-304835-en":126},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":119,"head_meta":121,"extra_data":123,"updated_unix":125},105,"en","form-l-8-self-executing-waiver-affidavit","Form L-8 - Self-Executing Waiver Affidavit","","Self-Executing Waiver Affidavit Form L-8 for releases of New Jersey bank accounts, stock, brokerage accounts, and investment bonds. The instructions specify eligible Class A beneficiaries, how assets pass through succession (operation of law, specific bequests, or intestate/testate scenarios), and key trust/disclaimer limitations. The form also addresses New Jersey estate tax eligibility thresholds based on date of death and requires listing property and beneficiaries with correct relationships, notarization, and verification by the releasing institution.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":36,"@type":70,"position":76},"https://docshare.wps.com/template/forms/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/form-l-8-self-executing-waiver-affidavit/304835/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/form-l-8-self-executing-waiver-affidavit/304835.png","ImageObject",442,249,{"name":88,"@type":89},"วิน","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-09-23","2026-09-19",true,{"@type":98,"interactionType":99,"userInteractionCount":73},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"Who can complete Form L-8 in order to request release of assets?","Question",{"text":108,"@type":109},"The executor, administrator, the surviving Class A joint tenant, or a Class A Payable On Death (POD) beneficiary for the assets being released can complete the form.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"What does Part I require for using the L-8 waiver?",{"text":113,"@type":109},"Part I requires checking the beneficiary type(s) that are receiving the assets. If any selected box does not apply, the L-8 cannot be used to release the assets.",{"name":115,"@type":106,"acceptedAnswer":116},"What estate tax eligibility conditions must be met in Part IV?",{"text":117,"@type":109},"To qualify, one must answer the eligibility questions as required. 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If at least one of the boxes does not apply, the L-8 can’t be used to release these assets. Qualified Civil Union partners and Domestic partners must provide a legal certificate to document their status.  \nFor example, the following people CANNOT use this form: Sisters and brothers of the decedent, nieces and nephews, aunts and uncles, ex-spouses, mutually acknowledged children, step-grandchildren and charities.  \nPART II – SUCCESSION: Check the box that shows how the assets pass to the beneficiary.  \n• Check Box 1 if the assets on the form pass directly to the beneficiary by operation of law. This means they were jointly held, POD, or Transfer On Death (TOD) (a copy of the will is not needed) .  \n• Check Box 2 if the will states that these specific assets reported on the L-8 form pass to a particular named beneficiary. (attach a copy of the will)  \n• Check Box 3 If there was no will (intestate) and all the beneficiaries in the entire estate are one of the Class A beneficiaries checked in Part I, or  \n• Check Box 3 If there was a will (testate), but there were no specific bequests and all the beneficiaries in the entire estate are oneof the Class A beneficiaries checked in Part I (Attach a copy of the will) .  \nIf at least one of the boxes does not apply, the L-8 can’t be used to release these assets.  \nPART III-TRUSTS/DISCLAIMERS: If any of the assets you wish to release pass into or through a trust, where the trust decides how the assets are distributed, you can’t use the L-8 . Trusts can be set up by the decedent either in their will, or separately from the will. For the purposes ofthe L-8, it is not generally considered a “trust” when there is a bequest in the will to a minor (who is a Class “A”) to be held “intrust” until they reach a specific age. In all other cases, a full return must be filed with the Inheritance Tax Branch, even if the assets all appear to be passing to Class A beneficiaries. NOTE: Assets which are owned by or in the name of a trust do not require a waiver or L-8 but must still be reported on any return filed.  \nPART IV – ESTATE TAX: This section determines whether the estate may be required to pay New Jersey Estate Tax. You must be able to answer one of the two questions “YES” in order to qualify to use this form. If the decedent died on or after January 1, 2017 their entire taxable estate must be under $2 million. If the date of death was before January 1, 2017, the entire taxable estate must be under $675,000 . For additional information of what constitutes the “taxable” estate, visit the Division’s website under “Estate Tax-Filing Requirements”.  \nPART V – PROPERTY: List all the assets in this institution for which you are requesting a release. If this is a bank, list each account in this bank separately. Follow the column headings for each asset. Under “How held/Registered”, you can put “NOD” if the account was in the name of the decedent alone. If it was POD to a person, enter “POD to” and ","cbCaip6FeOtWSW13","https://ap.wps.com/l/cbCaip6FeOtWSW13","pdf",86582,"English","# L-8 Instructions\n## Eligible Beneficiaries (Part I)\n## Succession (Part II)\n## Trusts/Disclaimers (Part III)\n## Estate Tax Eligibility (Part IV)\n## Property Listing (Part V)\n## Beneficiaries Listing and Signature Requirements (Part VI)","[{\"question\":\"Who can complete Form L-8 in order to request release of assets?\",\"answer\":\"The executor, administrator, the surviving Class A joint tenant, or a Class A Payable On Death (POD) beneficiary for the assets being released can complete the form.\"},{\"question\":\"What does Part I require for using the L-8 waiver?\",\"answer\":\"Part I requires checking the beneficiary type(s) that are receiving the assets. If any selected box does not apply, the L-8 cannot be used to release the assets.\"},{\"question\":\"What estate tax eligibility conditions must be met in Part IV?\",\"answer\":\"To qualify, one must answer the eligibility questions as required. If the decedent died on or after January 1, 2017, the entire taxable estate must be under $2 million; if before January 1, 2017, it must be under $675,000.\"}]","Form L-8 - Self-Executing Waiver Affidavit | PDF",1789818359]