Thai wife, US brokerage

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I was going through my accounts, checking that I had changed my beneficiary information, called Fidelity and asked what was needed when the thing happens.  Death certificate, IRS transfer certificate..... now need to research forms 5173 and 706-NA.

 

Asked about how to get the money transferred, could we set up an account for the Thai wife to put funds into, the rep said of course.  Can we do it now?  Yes, we can, of course that would involve W8-BEN form and US tax filing.

 

Can begin transferring funds as gifts, and stay under the TRD spousal gift limitation.  There will be funds in the account available, as it may take 6-8 months to get the IRS release certificate.

 

Fidelity rep will email forms to print, fill out and sign, scan and email back.  Process should take about a week.