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THE CAPITAL FINANCIAL GROUP H. BECK, INC. New Account Form Pershing Account Rep # (IP #) FBI Registration # Direct Business Account Pershing Account # Advisory Account HSA Account PR ($75) Annually

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What is joint transfer on death?

Joint transfer on death is a legal arrangement where two or more individuals jointly transfer assets to a beneficiary upon the death of one or more of the owners.

Who is required to file joint transfer on death?

The owners of the assets who wish to transfer them to a beneficiary upon their death are required to file joint transfer on death.

How to fill out joint transfer on death?

To fill out joint transfer on death, the owners must complete the necessary forms provided by the respective financial institution or legal entity.

What is the purpose of joint transfer on death?

The purpose of joint transfer on death is to ensure a smooth transfer of assets to a beneficiary without the need for probate.

What information must be reported on joint transfer on death?

The information that must be reported on joint transfer on death includes details of the assets being transferred, the beneficiary, and the owners of the assets.

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