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Transfer on Death (TOD) Agreement - American Century Investments 2026
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- Click ‘Get Form’ to open the Transfer on Death (TOD) Agreement in the editor.
- Begin by providing your personal information in Section 1. Fill in your name, Social Security number, and date of birth clearly in CAPITAL letters using black ink.
- In Section 2, list the account numbers you wish to register under this agreement. Ensure that all relevant accounts are included for proper beneficiary designation.
- Move to Section 3 to designate your primary beneficiaries. Enter their names, addresses, Social Security numbers or Tax ID numbers, dates of birth, and relationships to you. Specify the percentage of shares each beneficiary will receive, ensuring the total equals 100%.
- Proceed to Section 4 for secondary beneficiaries. Repeat the same process as in Section 3 for any additional beneficiaries who should inherit if primary beneficiaries are not living.
- Finally, review the TOD agreement in Section 5 and sign where indicated. If applicable, ensure your spouse provides consent by signing below your signature.
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