Transfer on Death (TOD) Account Application: Fill out & sign online

Here's how it works

01. Edit your form online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send it via email, link, or fax. You can also download it, export it or print it out.

The best way to change Transfer on Death (TOD) Account Application online

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

With DocHub, making adjustments to your documentation requires only some simple clicks. Follow these quick steps to change the PDF Transfer on Death (TOD) Account Application online free of charge:

Register and log in to your account. Sign in to the editor using your credentials or click Create free account to test the tool’s features.
Add the Transfer on Death (TOD) Account Application for redacting. Click the New Document option above, then drag and drop the document to the upload area, import it from the cloud, or using a link.
Modify your document. Make any adjustments needed: insert text and images to your Transfer on Death (TOD) Account Application, underline details that matter, remove parts of content and replace them with new ones, and insert icons, checkmarks, and fields for filling out.
Finish redacting the form. Save the updated document on your device, export it to the cloud, print it right from the editor, or share it with all the parties involved.

Our editor is super easy to use and effective. Try it now!

be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Contact us

What are the disadvantages of a transfer on death deed?

Potential Problems with Transfer on Death Deeds: Issues can include unintentional disinheritance, conflicts with joint tenants, and invalidation due to legal description errors.

What are the rules for TOD in California?

A 2022 law substantially changed the TOD deed requirements in California. All owners must fill out their own TOD deeds. Each form must be docHubd. Each form must be signed by two witnesses. The TOD form must be recorded within 60 days of being signed and docHubd.

Is Tod better than beneficiary?

A beneficiary form states who will directly inherit the asset at your death. Under a TOD arrangement, you keep full control of the asset during your lifetime and pay taxes on any income the asset generates as you own it outright. TOD arrangements require minimal paperwork to establish.

How do I add a TOD to my bank account?

Go to your bank and tell them that you want to make your bank account payable on death. Your bank will ask you to name a beneficiary or beneficiaries (the person or people you want the money to go to) and to sign your name to confirm that this is what you want to do.

What are the pros and cons of a beneficiary deed?

While a beneficiary deed will help your estate to avoid probate, it will not provide any help or protection if you become incapacitated. If you have sole ownership of the property, no one will be able to care for or sell the property for you if you have medical issues.

Related forms

be ready to get more