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Click ‘Get Form’ to open the blank tod form in the editor.
Begin by entering your Brokerage Account Number and Title at the top of the form. This identifies your account for the beneficiary designations.
In Section 1, provide details for each Primary Beneficiary. Fill in their Name, Address, Daytime Phone Number, Relationship to Account Holder, Social Security Number, and Designated Percentage. Ensure that the total percentages equal 100%.
Proceed to Section 2 for Contingent Beneficiary Designation. Repeat the same process as in Section 1 for up to three contingent beneficiaries, ensuring clarity on how assets will be distributed if primary beneficiaries do not survive.
If applicable, complete Section 3 for Spousal Consent by having your spouse sign and date this section after consulting with a tax or legal advisor.
Finally, in Section 4, both account holders must sign and date the form to acknowledge understanding of its terms and conditions.
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This form must be recorded with the clerk and recorder in the county where the real property is located, before your death, or it will not be effective.Read more
Jun 30, 2025 Use this deed to transfer the residential property described below directly to your named beneficiaries when you die. YOU SHOULD CAREFULLY READ.Read more
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