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How to use or fill out Services to TOD Accounts with our platform
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Click ‘Get Form’ to open the Services to TOD Accounts document in the editor.
Begin with Section 1: Opening Your Account. Fill in your account number and personal details, ensuring you meet eligibility requirements.
Proceed to Section 4: Beneficiaries. Here, list the names, addresses, birthdates, and taxpayer identification numbers for each beneficiary you wish to designate.
In Section 5: Primary Beneficiaries, specify the percentage of assets each primary beneficiary will receive. Ensure that these percentages total 100%.
If applicable, designate contingent beneficiaries in Section 6. This ensures that if a primary beneficiary passes away before you, their share is allocated appropriately.
Review all sections for accuracy and completeness before submitting your form through our platform.
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Bank Accounts, Certificates of Deposit or Brokerage Accounts
By placing a TOD designation on your brokerage or investment account, that account will be paid over to one or more persons or charities after your lifetime.
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