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01. Edit your tod document template online
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How to use or fill out tod forms with our platform
- Click ‘Get Form’ to open the Transfer on Death (TOD) Beneficiary Designation Form in the editor.
- Begin by filling out the Account Information section. Enter your Primary Account Holder Name, Apex Account Number, and if applicable, the Entity/Business/Trust Name. Ensure you include your Social Security Number or Taxpayer ID Number and Date of Birth.
- If there is a Joint Account Holder or Trustee, provide their name, Social Security Number or Taxpayer ID Number, and Date of Birth in the designated fields.
- In the Beneficiary Designation section, indicate whether this is an Original TOD or a change to an existing TOD. List the beneficiaries' names, percentage shares (ensuring they total 100%), relationships to you, addresses, telephone numbers, dates of birth, and Social Security Numbers or Taxpayer ID Numbers.
- Review all entries for accuracy. Once confirmed, sign the form in the presence of a notary public as required.
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