TRANSFER ON DEATH REGISTRATION FORM - BNY Mellon ... 2025

1. Click ‘Get Form’ to open the TRANSFER ON DEATH REGISTRATION FORM in the editor.
2. Begin by filling out the ACCOUNT INFORMATION section. Enter your account number(s) and fund account numbers as required. Ensure that your name and joint owner’s name (if applicable) are accurately entered.
3. Provide your address, daytime and evening phone numbers, and email address. If you wish to update your address, check the appropriate box.
4. In the BENEFICIARY DESIGNATION(S) section, list your primary beneficiaries. Include their names, dates of birth, social security numbers, relationships to you, addresses, and percentage of shares they will receive.
5. If applicable, designate secondary beneficiaries following the same format as primary beneficiaries. Ensure that percentages for both groups total 100%.
6. Sign and date the form in the SIGNATURE section to confirm your understanding of the terms outlined.
7. Finally, follow the mailing instructions provided at the end of the form to submit it correctly.

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