Application For Authority To Expend Funds

Everything you need to know about Ohio Form 15.7, including helpful tips, fast facts & deadlines, how to fill it out, where to submit it and other related OH probate forms.

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About Application For Authority To Expend Funds

There are all sorts of forms executors, beneficiaries, and probate court clerks have to fill out and correspond with during probate and estate settlement, including affidavits, letters, petitions, summons, orders, and notices.

Application For Authority To Expend Funds is a commonly used form within Ohio. Here’s an overview of what the form is and means, including a breakdown of the situations when (or why) you may need to use it:

Atticus Fast Facts About Application For Authority To Expend Funds

Sometimes it’s tough to find a quick summary— here’s the important details you should know about Application For Authority To Expend Funds:

Government forms are not typically updated often, though when they are, it often happens rather quietly. While Atticus works hard to keep this information about Ohio’s Form 15.7 - Application For Authority To Expend Funds up to date, certain details can change from time-to-time with little or no communication.

How to file Form 15.7

Step 1 - Download the correct Ohio form based on the name and ID if applicable

Double check that you have both the correct form name and the correct form ID. Some Ohio probate forms can look remarkably similar, so it’s best to double, even triple-check that you’re using the right one! Keep in mind that not all States have a standardized Form ID system for their probate forms.

Step 2 - Complete the Document

Fill out all relevant fields in Form 15.7, take a break, and then review. Probate and estate settlement processes in OH are long enough to begin with, and making a silly error can push your timeline even farther back. No thank you!

Note: If you don’t currently know all of the answers and are accessing Form 15.7 online, be sure to avoid closing the browser tab and potentially losing all your progress (or use a platform like Atticus to help avoid making mistakes).

Step 3 - Have Form 15.7 witnessed or notarized (if required)

Some States and situations require particular forms to be notarized. If you have been instructed to get the document notarized or see it in writing on the document, then make sure to hire a local notary. There are max notary fees in the United States that are defined and set by local law. Take a look at our full guide to notary fees to make sure you aren’t overpaying or getting ripped off.

Step 4 - Submit Application For Authority To Expend Funds to the relevant office

This is most often the local probate court where the decedent (person who passed away) is domiciled (permanently resides) or the institution involved with this particular form (e.g. a bank). Some offices allow you to submit forms online, other’s don’t, and we while we generally recommend going in-person to expedite the process, sometimes that simply isn’t an option.

It’s also a generally good idea to establish a positive working relationship with any probate clerk (unfortunately there’s enough people & process out there making things more difficult and unnecessarily confusing for them), so a best practice is to simply ask the probate clerk proactively exactly how and where they’d prefer you to submit all forms.

Need help getting in touch with a local probate court or identifying a domicile probate jurisdiction?

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When Application For Authority To Expend Funds is due

Different probate forms or processes can require different deadlines or response times for completing the appropriate form.

While some steps in the process are bound to specific deadlines (like petitioning for probate, having to submit an inventory of assets, or filing applicable notices to creditors and beneficiaries), many probate forms or processes are not tied to a specific deadline since the scope of work can vary based on situational factors or requirements involved.

Either way, there are a bunch of practical reasons why personal representatives should work to complete each step as thoroughly and quickly as possible when completing probate in Ohio.

5 reasons you should submit 15.7 as quickly as possible:

  1. The sooner you begin, the faster Ohio can allow heirs and beneficiaries to get their share of assets subject to probate. Acting promptly can also decrease the costs & overall mental fatigue through an otherwise burdensome process.

If you’re not using Atticus to get specific forms, deadlines, and timelines for Ohio probate, then try and stay as organized as possible, pay close attention to the dates mentioned in any correspondence you have with the State’s government officials, call the local Ohio probate clerk or court for exact answers regarding Form 15.7, and when in doubt— consult a qualified trust & estates lawyer for that area.

How to Download, Open, and Edit Form 15.7 Online

Application For Authority To Expend Funds is one of the many probate court forms available for download through Atticus.

It may also be available through some Ohio probate court sites, such as . In order to access the latest version, be updated with any revisions, and get full instructions on how to complete each form, check out the Atticus Probate & Estate Settlement software or consider hiring a qualified legal expert locally within Ohio.

While Atticus automatically provides the latest forms, be sure to choose the correct version of Form 15.7 - Application For Authority To Expend Funds f using any other site or resource in order to avoid having to re-complete the form process and/or make another trip to the Ohio probate court office.

Application For Authority To Expend Funds is a .pdf, so opening it should be as simple as clicking “View Form” from within the Atticus app or by clicking the appropriate link found on any Ohio-provided government platform. Once you’ve opened the form, you should be able to directly edit the form before saving or printing.

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