If wanting to designate beneficiaries for a non-IRA account, please submit a Transfer on Death Agree 2025

1. Begin by accessing the form through our platform. Click ‘Get Form’ to open it in the editor.
2. In the ACCOUNT INFORMATION section, fill in your Account Number, Full Legal Name, Date of Birth, Marital Status, and U.S. Social Security Number. Ensure all details are accurate.
3. Move to the DESIGNATION OF BENEFICIARY section. Here, you must designate at least one primary beneficiary. If you have co-primary beneficiaries, specify the percentage of your account allocated to each.
4. For each beneficiary, provide their name, whether they are an individual or trust, their Date of Birth, SSN (if applicable), and relationship to you. Repeat this for all primary and contingent beneficiaries.
5. If applicable, complete the spouse consent section if you live in a community property state and are not naming your spouse as the sole primary beneficiary.
6. Finally, sign and date the form in the SIGNATURE section. Remember that original signatures are required; electronic signatures are not authorized.

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