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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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You are a U.S. transferor who, directly or indirectly, transferred money or other property. U.S. decedent made transfer to a foreign trust by reason of death.
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