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Case Study: ITIN for US Inheritance


ITIN for US Inheritance

Just Breve receive many clients who require ITIN assistance for a US inheritance they have received as a Non Resident Alien of the USA.

One of those clients has kindly provided a testimonial on their experience:

Ann B, Chichester, United Kingdom - ITIN for US Inheritance

"Parvinder came to my family's rescue at the end of December 2016. My late uncle who lived in California left an inheritance to my father who asked me to help him with this as he is almost 88.

Various forms had to be completed which took time and a great deal of thought. There was a lot of correspondence between California and my father which took 18 months to complete.

One of the last steps of this process was to get my father a tax number which meant that certain documents had to be completed. These were sent back twice only to be rejected which was frustrating and also took a great deal of time.

When the second rejection was received my family decided to get in touch with Parvinder at Just Breve at the end of December.

Parvinder was very helpful and came out to my father's property to help to complete the form plus relevant documentation. This meeting took place at the end of December and the documentation was sent off at the end of December.

Parvinder was very professional and helped a great deal to ensure this was completed. She also ensured that any relevant attachments , etc were sent off too which resulted in my father receiving his inheritance at the beginning of January 2017.

Parvinder was very helpful at all times. She managed to send all of the necessary paperwork which resulted in my father finally receiving his tax number.

As a result, the final set of forms were completed and my father received his inheritance almost two years from my late uncle passing away.

Parvinder explained things clearly at all times which was particularly reassuring when my family were quite stressed!"

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Just Breve are part of the ITIN Acceptance Agent Program. As a Certifying Acceptance Agent (CAA), we are authorised by the Internal Revenue Service (IRS) to assist alien individuals and other foreign persons with obtaining ITINs from the IRS by validating the person’s foreign status and identity.

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