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Transfer on death form 2026
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- Click ‘Get Form’ to open the Transfer on Death (TOD) Beneficiary form in the editor.
- Begin by filling out the ACCOUNT REGISTRATION section. Enter the owner's name, social security number, and marital status. If applicable, include joint owner's details.
- In the BENEFICIARY(IES) section, list primary beneficiaries. For each beneficiary, provide their name, social security number (SSN/TIN), relationship to you, and date of birth. Specify the percentage of the account each beneficiary will receive.
- If you have secondary beneficiaries, repeat the process in the SECONDARY BENEFICIARY(IES) section. Ensure all information is accurate and complete.
- Finally, sign and date the SIGNATURE(S) section. If required, include your spouse's signature for legal compliance based on your state laws.
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