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TRANSFER ON DEATH DESIGNATION FORM Overnight Delivery: Regular Mail: Wilshire/Hayden Funds 803 W. Michigan St., Suite A Milwaukee, WI 532332301 Wilshire/Hayden Funds P.O. Box 1611 Milwaukee, WI 532011611

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How to fill out transfer on death designation

01

Gather the necessary information and documents

02

Identify the financial institution or entity where the transfer on death designation needs to be filled out

03

Obtain the required transfer on death designation form

04

Carefully fill out the form with accurate and complete information

05

Provide the details of the beneficiary or beneficiaries who will receive the assets upon the account owner's death

06

Review the form for any errors or omissions

07

Sign and date the transfer on death designation form

08

Submit the completed form to the appropriate financial institution or entity

09

Keep a copy of the form for your records

Who needs transfer on death designation?

01

Individuals who have specific beneficiaries in mind for their assets

02

Those who wish to avoid probate and ensure a smooth transfer of assets after their death

03

People with significant financial holdings or valuable assets

04

Parents or guardians who want to designate beneficiaries for their minor children's assets

05

Estate planners who want to ensure a comprehensive and organized distribution of assets

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What is transfer on death designation?

Transfer on death designation allows an account holder to designate beneficiaries to inherit the account upon their death.

Who is required to file transfer on death designation?

Any account holder who wants to designate beneficiaries to inherit the account upon their death is required to file transfer on death designation.

How to fill out transfer on death designation?

Transfer on death designation can typically be filled out with the account provider by providing the names and contact information of the designated beneficiaries.

What is the purpose of transfer on death designation?

The purpose of transfer on death designation is to ensure that the account assets are transferred to the designated beneficiaries upon the account holder's death without going through probate.

What information must be reported on transfer on death designation?

The transfer on death designation typically requires the names and contact information of the designated beneficiaries.

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