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TRANSFER ON DEATH (TOD) NOTICE(Optional Not Applicable For Custodial Held Accounts)Instructions These are the instructions for DST Systems Inc. (DST), as transfer agent for Rodin Global Property Trust,
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What is transfer on death tod?
Transfer on death (TOD) is a legal document that allows the transfer of an asset to a designated beneficiary upon the death of the owner.
Who is required to file transfer on death tod?
The owner of the asset is required to file a transfer on death (TOD) document in order to designate a beneficiary.
How to fill out transfer on death tod?
To fill out a transfer on death (TOD) document, the owner must detail the asset being transferred and specify the beneficiary who will receive it upon their death.
What is the purpose of transfer on death tod?
The purpose of a transfer on death (TOD) document is to ensure that a designated beneficiary receives a specified asset directly upon the owner's death, bypassing the probate process.
What information must be reported on transfer on death tod?
The transfer on death (TOD) document must include details about the asset being transferred, the beneficiary receiving it, and the owner's information.
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