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Transfer on Death Change Page 1 of 3 Please write account number in box provided. Investor Services: 1-800-480-4111 Internet: www.jpmorganfunds.com Please complete, sign and return this form to J.P.

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How to fill out transfer on death request

How to fill out a transfer on death request:

01

Obtain the necessary forms: Contact your financial institution or consult an attorney to obtain the transfer on death request forms.

02

Provide your personal information: Fill out your full legal name, address, and contact information on the form.

03

Designate beneficiaries: Clearly identify the beneficiaries who will receive the assets upon your death. Include their full names, addresses, and relationship to you.

04

Specify the assets: Indicate the specific assets that you want to transfer upon your death. This can include financial accounts, real estate, or other valuable possessions.

05

Consider contingent beneficiaries: If your primary beneficiaries predecease you or cannot be located, designate contingent beneficiaries who will receive the assets instead.

06

Sign and date the form: Ensure that you sign and date the transfer on death request form correctly. Some institutions may require witnesses or a notary public to witness your signature.

07

Update regularly: Review and update your transfer on death request periodically, especially after major life events such as marriage, divorce, or the birth of a child.

Who needs a transfer on death request:

01

Individuals with assets: If you possess financial accounts, real estate, or other valuable possessions that you want to transfer to specific beneficiaries upon your death, a transfer on death request can be beneficial.

02

Estate planning purposes: Transfer on death requests can be a useful tool in estate planning, as they allow assets to avoid probate and be distributed directly to the beneficiaries.

03

Simplify asset distribution: By designating beneficiaries in a transfer on death request, you simplify the process of asset distribution after your passing, providing clarity and avoiding potential disputes among family members.

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What is transfer on death request?

A transfer on death request is a legal document that allows an individual to transfer their assets to designated beneficiaries upon their death, without the need for probate.

Who is required to file transfer on death request?

Any individual who wishes to designate specific beneficiaries to receive their assets upon their death can file a transfer on death request.

How to fill out transfer on death request?

To fill out a transfer on death request, you need to provide information about the assets being transferred, the designated beneficiaries, and any alternate beneficiaries in case the primary beneficiaries are unable to receive the assets.

What is the purpose of transfer on death request?

The purpose of a transfer on death request is to simplify the transfer of assets to chosen beneficiaries after the individual's death, bypassing the probate process and potentially reducing costs and delays.

What information must be reported on transfer on death request?

A transfer on death request typically requires information such as the name and contact details of the account owner, a list of assets being transferred, the names and contact details of primary and alternate beneficiaries, and any specific instructions or conditions for the transfer.

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