WellsTrade Transfer on Death Kit - Wells Fargo 2026

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The document outlines the Transfer on Death (TOD) Agreement for WellsTrade accounts, detailing the process for establishing TOD registrations, naming beneficiaries, and revoking registrations. It specifies eligibility criteria, asset restrictions, and the legal requirements for transferring account assets upon the death of the last account owner. The agreement emphasizes that only individuals can hold TOD registrations, outlines the roles of primary and contingent beneficiaries, and includes provisions regarding minor beneficiaries and estate obligations. Additionally, it addresses liability issues and dispute resolution related to asset distribution.

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Click ‘Get Form’ to open the WellsTrade Transfer on Death Kit in the editor.
Begin by filling out Section 1, which requires your account information. Ensure you provide accurate details as this establishes your TOD registration.
In Section 4, list your beneficiaries. You must include their names, addresses, birthdates, and taxpayer identification numbers. This is crucial for asset distribution.
Designate primary beneficiaries in Section 5. Specify the percentage of assets each beneficiary will receive; ensure these percentages total 100%.
If applicable, complete Section 6 for contingent beneficiaries who will inherit if a primary beneficiary passes away before you.
Review all sections for accuracy and completeness before submitting your form through our platform.

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Versions	Form popularity	Fillable & printable
2021	4.3 Satisfied (40 Votes)
2017	4.6 Satisfied (47 Votes)
2013	4 Satisfied (23 Votes)

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