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San Francisco Department of Public Health: Disease Containment Branch JOB ACTION SHEET POD FORMS DISTRIBUTION LEAD Position title: POD Forms Distribution Lead Job classification code required: Required
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What is pod forms distribution lead?
Pod forms distribution lead is a document that outlines the distribution of the estate assets listed in a payable-on-death (POD) account.
Who is required to file pod forms distribution lead?
The beneficiary or beneficiaries of the POD account are required to file the pod forms distribution lead.
How to fill out pod forms distribution lead?
The pod forms distribution lead can be filled out by listing the distribution of assets from the POD account and obtaining any necessary signatures.
What is the purpose of pod forms distribution lead?
The purpose of pod forms distribution lead is to document the distribution of assets from a POD account in accordance with the account holder's wishes.
What information must be reported on pod forms distribution lead?
The pod forms distribution lead must include details of the assets in the POD account and how they will be distributed among the beneficiaries.
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