Get the free Transfer on Death Form - Phillips Edison Grocery Center REIT II, Inc.

Phillips Edison Grocery Center REIT II, Inc. TRANSFER ON DEATH FORM (T.O.D.) This form is NOT VALID for Trust or IRA accounts. All pages of this form must accompany the subscription agreement. As

How to fill out transfer on death form

How to Fill Out Transfer on Death Form:

1. Obtain the necessary form: Contact your financial institution or consult with an attorney to obtain the transfer on death (TOD) form. It is important to use the correct form specific to the type of asset you want to transfer upon your death.
2. Review the form instructions: Carefully read through the instructions provided with the TOD form. These instructions will guide you on how to complete the form accurately.
3. Provide personal information: Fill in your personal information, such as your full legal name, date of birth, mailing address, and contact information. Ensure all the details are correct and up-to-date.
4. Designate beneficiaries: Indicate the name(s) of the beneficiary or beneficiaries who will receive the transferred asset upon your death. Include their full legal names, relationship to you, and contact details. If you have multiple beneficiaries, specify the portion or percentage each should receive.
5. Contingent beneficiaries (optional): If you wish to assign contingent beneficiaries, who will receive the asset if the primary beneficiaries are unable to or do not survive you, provide their information as well.
6. Date and sign the form: Ensure that you sign and date the transfer on death form in the designated areas. Your signature must be witnessed or notarized as required by the form instructions.
7. Submit the form: Check the instructions for the submission process. Some institutions allow you to submit the form online, while others may require you to mail or hand-deliver a physical copy. Make sure to follow the provided instructions to ensure proper submission.

Who needs transfer on death form?

1. Individuals with significant assets: If you have valuable assets such as real estate, investment accounts, or vehicles, a transfer on death form can help simplify the transfer process for your beneficiaries after your passing.
2. People who want to avoid probate: A transfer on death form can help bypass the probate process, allowing your assets to transfer directly to your designated beneficiaries, potentially saving time and costs associated with probate.
3. Those who want control over asset distribution: By completing a transfer on death form, you maintain control over the distribution of your assets even after your passing. This ensures that your assets go to the individuals you choose rather than being left to state intestacy laws.
4. Estate planning purposes: A transfer on death form can be a useful tool for individuals who are undertaking estate planning to ensure a smooth transfer of assets and protect their beneficiaries' interests.
5. Those looking for privacy: Since transfer on death forms do not typically go through the probate process, the details of the transfer and the beneficiaries involved may remain private, unlike probate records that are generally public.

Please note that the information provided here is for general guidance only, and it is recommended to consult with a legal or financial professional to ensure compliance with applicable laws and to address your specific situation.

For pdfFiller’s FAQs

What is transfer on death form?

Transfer on death form is a legal document that allows an individual to designate beneficiaries to receive their assets upon their death without the need for probate.

Who is required to file transfer on death form?

The individual who wants to designate beneficiaries for their assets is required to file the transfer on death form.

How to fill out transfer on death form?

To fill out a transfer on death form, the individual must provide information about themselves, their beneficiaries, and the assets they wish to transfer.

What is the purpose of transfer on death form?

The purpose of a transfer on death form is to ensure that assets are transferred to designated beneficiaries without the need for court involvement.

What information must be reported on transfer on death form?

Information such as the individual's name, contact information, beneficiary names, and details of the assets being transferred must be reported on the transfer on death form.

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