Transfer death plan 2026

1. Click ‘Get Form’ to open the transfer death plan in the editor.
2. 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.
3. 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%.
4. 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.
5. 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.
6. 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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