Ohio Probate Form 13.9

Certificate of Service of Account to Heirs or Beneficiaries

This page is for educational purposes only and is not legal advice. Forms and requirements change frequently — verify the current version with your local probate court or an attorney.

Last updated: June 1, 2026
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About Certificate of Service of Account to Heirs or Beneficiaries

To certify that an account has been served upon all beneficiaries of an estate, identifying any exceptions.

When you'd use it: When a fiduciary needs to document service of an estate account to heirs and beneficiaries as required by Ohio law.

Where to get the official form

The official version of Certificate of Service of Account to Heirs or Beneficiaries is published as a PDF by the Ohio courts. We checked this link and it resolved to a form on an official court or government website — always download the current version directly from the source rather than a third-party copy:

Verified official PDF

Download Certificate of Service of Account to Heirs or Beneficiaries (PDF) →

Source: probate.co.delaware.oh.us

Link last checked: May 30, 2026

How to file Certificate of Service of Account to Heirs or Beneficiaries in Ohio

  1. Step 1 — Confirm you have the correct formUse Certificate of Service of Account to Heirs or Beneficiaries (13.9) when when a fiduciary needs to document service of an estate account to heirs and beneficiaries as required by Ohio law. Double-check it's the right form for your situation — Ohio probate forms are revised periodically, so verify the name and number against your court's current form list before you start.
  2. Step 2 — Complete every required fieldFill out Certificate of Service of Account to Heirs or Beneficiaries carefully and review it for errors before filing. Probate cases can already take months — a small mistake on the form can set your timeline back further.
  3. Step 3 — Get it notarized or witnessed if requiredSome probate forms must be signed in front of a notary or witnesses. Check the instructions on the form itself, and arrange notarization before you file if it's required.
  4. Step 4 — File it with the correct courtSubmit Certificate of Service of Account to Heirs or Beneficiaries to the probate court or county clerk handling the estate — usually in the Ohio county where the deceased lived. Ask the clerk how they prefer to receive filings (in person, by mail, or e-filing).

Working through the Certificate of Service of Account to Heirs or Beneficiaries? SwiftProbate builds a personalized, step-by-step checklist for settling the estate — so you know which forms to file, in what order, and by when.

Get help with this form

Probate in Ohio

See the full Ohio probate guide for filing deadlines, small-estate options, timelines, costs, and county courthouse details.

Read the Ohio probate guide →

Frequently Asked Questions

What is Certificate of Service of Account to Heirs or Beneficiaries (13.9)?
To certify that an account has been served upon all beneficiaries of an estate, identifying any exceptions. You'd typically use it when when a fiduciary needs to document service of an estate account to heirs and beneficiaries as required by Ohio law.
Where do I file Certificate of Service of Account to Heirs or Beneficiaries in Ohio?
Probate forms are filed with the probate court or county clerk in the Ohio county where the deceased person lived. Our Ohio probate guide can help you find the right courthouse, filing fees, and local requirements.
Do I need a lawyer to complete Certificate of Service of Account to Heirs or Beneficiaries?
Many people complete probate forms themselves, especially for smaller or uncontested estates. Complex estates may benefit from professional advice. SwiftProbate is an informational tool that helps you understand and organize the process — it is not a law firm and does not provide legal advice.
Is Certificate of Service of Account to Heirs or Beneficiaries available online?
Most Ohio probate forms are published as PDFs by the state courts or the county clerk. You can find the official source linked above.

Other Ohio Probate Forms

Certificate of Estate Tax Payment and Real Property Disclosure for Dates of Death on or after November 8, 1990Estate Tax Form 22Waiver of Notice of Hearing on Inventory6.2Notice of Hearing on Account13.5Notice of Probate of Will2.2

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Disclaimer: This page is for informational purposes only and does not constitute legal advice. Probate forms and requirements vary by state, county, and individual circumstances, and change over time. Always verify the current form and instructions with your local probate court, and consult a qualified attorney for advice specific to your situation. SwiftProbate is not a law firm and does not provide legal representation.