Edward jones transfer on death agreement form 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by filling out the Account Holder Information section. Enter your name, address, city, state, ZIP code, date of birth, and Social Security Number or Tax ID.
3. Indicate the type of account you are transferring. Choose between Inherited IRA, Traditional IRA, or Roth IRA. If applicable, provide details about the deceased individual.
4. In the Beneficiary Designations section, list your primary beneficiaries. For each beneficiary, include their name, relationship to you, address, and percentage of the account they will receive.
5. Complete the Contingent Beneficiary Designations if necessary. This is for individuals who will inherit if the primary beneficiaries are unable to do so.
6. Review and sign the Account Holder’s Acceptance section to certify that all information is correct and that you understand the terms.
7. If applicable, complete the Spousal Consent section with your spouse's signature and witness information.

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