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STATE OF CALIFORNIAJACK SCOTT, CHANCELLOR California Community Colleges Chancellors Office 1102 Q street Sacramento, Ca 958116549 (916) 4458752 http://www.cccco.eduJanuary 9, 2012TO:EOPS DirectorsFROM: Cheryl
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TOEOPS directors refer to the individuals responsible for managing the Transfer on Death Electronic Registration System.
Financial institutions and brokerage firms are required to file toeops directors.
TOEOPS directors can be filled out electronically through the designated registration system.
The purpose of TOEOPS directors is to facilitate the transfer of assets upon the death of the account holder without the need for probate.
TOEOPS directors must include details of the account holder, beneficiaries, and the assets held in the account.
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