Estates

Estates

BMI is not authorized by law to accept beneficiary designations of an affiliate’s royalty rights. Therefore, before royalties can be paid to an affiliate’s successors or heirs, they must go through an identification and verification process to establish the proper recipients.

This page is designed to help you understand the transition process from a dead BMI songwriter, composer, or music publisher to a member of his or her family or a designated heir. Knowing the steps in the process and answers to the questions you may have may make it easier for both you and BMI to continue the royalty distribution as smoothly as possible.

Royalty Transfer to Estate Process

BMI contacts the family of the recently deceased BMI affiliate, or we are notified by the family directly.

Someone from the family or a designated heir must complete the BMI Estate Questionnaire that gives us the necessary information regarding individuals who may be eligible as beneficiaries of the copyright royalties that BMI distributes.

After BMI receives the completed Questionnaire and supporting documents, we review them to establish who is legally entitled to the royalties.

BMI drafts an heir’s agreement permitting the heirs to receive direct payment of the royalties at their designated banking/mailing addresses. This can take up to six months to complete.

Heirs sign the agreement affiliating them with BMI and directing the distribution flow of royalties from the song catalog.

Once the agreement is processed, the heirs will start to receive a royalty check on a quarterly basis if the decedent’s songs are performed. This can take up to six weeks to complete.

If any change of address takes place after the initial processing of information, the heirs need to notify BMI to ensure continual receipt of payments.



Fee to transfer royalties to an affiliate’s successors or heirs

There is a $250 estate application fee for the deceased BMI affiliate’s writer account and each associated BMI publisher account.

The estate application fee is non-refundable and due in full when the BMI Estate Questionnaire is submitted to BMI.  The fee is not deductible from future earnings. BMI will require appropriate supporting documentation for any requested transfer to successor(s) or heir(s). Payment of the estate application fee does not guarantee payment of royalties to the identified persons on the Estate Questionnaire until the lawful heirs or successors are confirmed and a new agreement signed.

An estate application requires:

  • A completed Estate Questionnaire;
  • Any supporting estate documents (e.g., death certificate, any last will and testament, any trust documents); and
  • • Fee payment in the form of a cashier’s check, money order, or personal check payable to BMI with “AR Acct# 92000003” in the memo line. If you wish to submit payment for the fee via credit card, please submit the Estate Questionnaire first and we will contact you to process the credit card payment.

MAIL THE COMPLETED ESTATE QUESTIONNAIRE, SUPPORTING DOCUMENTS AND PAYMENT TO:
     BMI Legal Department
     7 World Trade Center, 250 Greenwich Street
     New York, New York 10007-0030


Contact Us

For more information, please email the Estates team at .(JavaScript must be enabled to view this email address).


More Information


Please Note

Please note that BMI does not provide private legal advice to its affiliated songwriters, composers and publishers or to the general public. If you have a question concerning your rights or obligations under an agreement to which BMI is not a party or need to know how to act in accordance with the law in a specific situation, you should retain the services of an attorney. Contact your local bar association for assistance in finding a lawyer.

For general copyright questions, visit the website of the U.S. Copyright Office at www.copyright.gov.


Frequently Asked Questions about BMI and the Estate Process

     

When is the fee due?

The fee is due upon submission of the BMI Estate Questionnaire and related documents. If you wish to submit payment for the fee via credit card, please submit the Estate Questionnaire first and we will contact you to process the credit card payment.

     

What if the other heirs won’t agree to pay the fee?

The entire fee is due in full upon submission of the BMI Estate Questionnaire. BMI will not begin to process the estate file for any heir(s) until BMI receives payment in full.

     

Can we reduce or waive the fee?

If you cannot afford to pay the fee, .(JavaScript must be enabled to view this email address) to learn if the account qualifies for a fee waiver. Fee waivers are very limited and discretionary.

     

What are BMI’s accepted methods for payment?

The fee can be paid via paper check, ACH, or credit card.

     

Is the fee refundable if I decide not to go further with the estate process? Is the fee refundable if I end up not being a lawful heir to the estate?

The estate application fee is not refundable. Payment of the estate application fee does not guarantee payment of royalties to the identified persons on the Estate Questionnaire unless and until the lawful heirs or successors are confirmed.

     

What is BMI?

BMI is a performing right organization (PRO). It collects license fees on behalf of its songwriters, composers and music publishers (“affiliates”) and distributes them as royalties to those affiliates whose works have been performed.  As a performing right organization, BMI issues licenses to various users of music, including television and radio stations and networks; new media, including the Internet and mobile technologies such as ringtones and ringbacks; satellite audio services like XM and Sirius; nightclubs, discos, hotels, bars, restaurants and other venues; digital jukeboxes; and live concerts. It then tracks public performances of its members’ music, and collects and distributes licensing revenues for those performances as royalties to more than 1.3 million songwriters, composers and music publishers it represents, as well as the thousands of creators from around the world who have chosen BMI for representation in the U.S.

     

What kind of royalties do you deal with?

The only kinds of royalties that are paid by BMI are performance royalties. Performance royalties have two aspects: a “writer share” and a “publisher share”. If the song has no publisher, the writer (or his heirs) gets both parts. If there is a publisher, the writer gets the writer share and the publisher gets the publisher share according to the information that was provided when the song was registered with us or submitted to us on a cue sheet. Although royalties for other types of uses of musical compositions are paid to songwriters, composers and music publishers (such as mechanical royalties, synchronization royalties and others), that money does not come from BMI. Typically, other music-related royalties are paid by the party using the music to the copyright owner, who usually is the music publisher.  The music publisher then pays a share of that money to the songwriter or composer (or his/her heirs) in accordance with the contract that the songwriter or composer had with the publisher.

     

Is BMI a record label or music publisher?

No.

     

How should I notify BMI when my relative, who was a BMI affiliate, dies?

The preferable way to notify BMI of an affiliate’s death and begin the process of having his or her heirs take over the decedent’s royalty account is via the BMI Estate Questionnaire. Complete it fully and send it in to the indicated address with the documents requested.

     

What does BMI do when it learns of an affiliate’s death?

When BMI learns that an affiliate has died, the affiliate’s account is frozen to protect the proceeds of the catalog. No money will be paid out thereafter until we enter into an agreement with the affiliate’s estate representative or the affiliate’s heirs.

     

Does every heir of a decedent need to complete a separate BMI Estate Questionnaire?

No. BMI needs only one Estate Questionnaire for each affiliate who dies. It should be filled out by the family member or representative with the most knowledge about the decedent’s royalties and the estate.

     

What is an estate?

An estate is the collection of real and personal property that is owned by someone at death. Royalties are considered intangible personal property.

     

Where can I get help in completing the BMI Estate Questionnaire?

If you need help in completing the Questionnaire, you can send an e-mail to .(JavaScript must be enabled to view this email address).

     

Do I have to have the Estate Questionnaire notarized?

No, but we require that you sign it and when you do you will be making a declaration under penalty of perjury that your responses are true.

     

Do I have to submit original documents?

No, copies are accepted as long as the text is clear. Do not send BMI documents that you want back, since we may not be able to return them to you.

     

Does BMI need the whole will or trust?

Yes, in order to assure that we are paying out royalties in accordance with the wishes of our affiliate.

     

Do I have to include information about other heirs and spouses?

Yes. This is especially important when the affiliate died without a will, as children from previous relationships will be heirs and will be entitled to a portion of his or her royalties.

     

What happens after I send in the Estate Questionnaire?

BMI will review the Estate Questionnaire and the submitted documents and then prepare an agreement for the heirs.

     

What happens if two people send in conflicting information?

We will contact all the parties to try to ask for more information to resolve the conflict.  If we can’t resolve the conflict, we will need the parties to resolve the matter themselves before BMI’s Estate team can prepare the necessary agreements to release any royalties.

     

What does dying intestate mean?

Someone who died intestate did not have a will when they died, or had a will but it was not valid under the laws of the state where they lived when they died.

     

What is escheat?

Escheat, also known as “abandoned property”, is the concept by which a company that pays out money, such as BMI, is permitted by law to remove unclaimed funds from its books on a regular cycle (usually 3-5 years) by sending it to the state of the last known address of the payee. The person whose money it is (or his or her successors) then will have to claim it from the state.

     

What happened to the money that BMI escheated from my relative’s account?

Royalties, once escheated, cannot be reclaimed by BMI. Although BMI can tell you how much was escheated and where it was sent, the heirs of the deceased affiliate must contact the state unclaimed property office to claim the royalties. Therefore, it is important that you notify BMI about your relative’s death as soon as possible to avoid us escheating any of their royalties. We will not escheat any money earned by a decedent’s works if we have been contacted by at least one heir.

     

Can I know how much money is on hold before we start?

BMI can only disclose the amount on hold in an account to those persons who have been verified by documents to be the legal heirs.

     

How long does the agreement process take?

Due to the volume of and legal requirements involved with BMI estate matters, it can take up to nine months to complete preparation of an agreement.

     

How long after I send back the signed agreement will it take to get my share of the withheld royalties?

Under normal circumstances, about six weeks.

     

If I am one of several heirs and I send back my signed agreement promptly but other heirs don’t, do I have to wait for all agreements to be received by BMI before you will send me my share of the money?

     

No, as long as BMI has verified who all the heirs will be, we will release the decedent’s royalties to each heir as their agreement is received.

     

After I get my check for the withheld money, when will I get paid again?

Assuming the decedent’s works are performed and earn royalties, BMI will make royalty distributions to you four times a year, in February, May, August, and November, each year, with occasional special distributions in other months. The actual mailing dates are listed in How We Pay Royalties.

     

Can I assign my share of royalties to another family member?

Yes, by notifying BMI before the agreement is prepared. The assignment will be recited in the agreement, and the person to whom you are assigning the royalties will also have to sign the agreement. There is no charge for an assignment made in a successor’s agreement. However, if you decide after the agreement is processed by BMI that you want to assign your share to another person, you will have to complete the Royalty Assignment Form (RAF) found on the forms page of bmi.com and the person to whom you are assigning your royalties will be charged a fee of $1,000 for our administration costs in handling that transaction.

     

One of our relatives who is an heir has not been in contact with the family for years and no one knows where he is. Can the rest of the heirs divide his share of royalties?

No. If a verified heir is missing and neither the family nor BMI can locate him/her, that share will escheat to the State of Delaware (BMI’s state of incorporation) during BMI’s normal escheat cycle. It is not available to be shared among the other heirs.

     

My deceased relative was a stockholder in a BMI publishing company which was a corporation. What will BMI do?

We will ask one of the heirs to fill out a Publisher Ownership Change form which advises BMI as to the new owners of the company. Except for companies where the decedent was 100% stockholder, royalties are not frozen and will continue to be paid to and in the name of the corporation, assuming BMI has a good address. If the corporation is no longer in operation, we will need a Certificate of Dissolution for the corporation.

     

What if I don’t want to use a corporation anymore for my deceased relative’s publishing company?

In that case, you should advise BMI before the agreement is prepared and we will include language in the agreement that will allow us to pay you in a different capacity.

     

My brother and I inherited our father’s individually-owned publishing company. Whose address is used at BMI for contact purposes?

If you have an equal share of inherited ownership, you each will need to complete and sign a Form 101-H that advises BMI which one of you will be the address of record for the company. If there is one person who inherited the greatest ownership share from among all heirs, we will use that person’s address unless we are advised otherwise.

     

Will I be able to access information about my deceased relative’s royalties and songs on the BMI website?

Yes. Once your successor agreement is processed, you will be able to access BMI’s Online Services and any statements applicable to your share of royalties, as well as see the catalogue of songs for which you are being paid.

     

Will I have to pay income taxes on the royalties you send me?

Yes. BMI will report all of your royalty income to the IRS each year. You will receive a 1099 each January stating the amount of royalty income you earned in the previous calendar year.

     

How do I find out the names of the publishers of my deceased relative’s songs?

You can log on to http://repertoire.bmi.com and do a Songwriter/Composer search. It will give you a list of all of the works we have registered for writers that are BMI affiliates. Then click on each title and see the publisher of record and the publisher’s contact information.