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Transfer death plan 2026
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- Click ‘Get Form’ to open the transfer death plan in the editor.
- Begin by filling out Section 1, which requires your account information. Indicate whether you are registering for a new TOD Beneficiary Plan or updating an existing one.
- In Section 2, designate your primary beneficiaries. Provide their names, contact details, and the percentage of assets each will receive. Ensure that the total percentages add up to 100%.
- If applicable, complete Section 3 regarding the disposition of deceased primary beneficiary assets. Choose how you want these assets distributed if a beneficiary does not survive you.
- For minor beneficiaries, navigate to Section 5 and specify how their assets should be managed. You can choose to set up a custodial account or allow for court supervision.
- Finally, if married and your spouse is not a joint account holder, complete Section 6 for spousal consent. Ensure all required signatures are provided before submission.
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