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Transfer on Death (TOD) Former assistance: Clients: (800) 2251852 Price Financial Professionals: (800) 5427117 Financial Professionals: (888) 7785471Prudential Mutual Fund Services LLC (PMS), a Prudential

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What is transfer on death tod?

Transfer on death (TOD) is a legal arrangement that allows the transfer of assets to a named beneficiary upon the death of the account owner.

Who is required to file transfer on death tod?

The account owner is required to file transfer on death (TOD) documents in order to designate a beneficiary for the assets.

How to fill out transfer on death tod?

To fill out a transfer on death (TOD) form, the account owner must provide their personal information, the beneficiary's information, and details of the assets being transferred.

What is the purpose of transfer on death tod?

The purpose of transfer on death (TOD) is to avoid probate and ensure a smooth transfer of assets to the designated beneficiary.

What information must be reported on transfer on death tod?

The information reported on a transfer on death (TOD) document typically includes the account owner's details, beneficiary's information, and a list of assets being transferred.

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