Get the free Transfer on Death (TOD) Designation Form - Nationwide Financial

Name: Fillable Online Transfer on Death (TOD) Designation Form - Nationwide Financial Fax Email Print - pdfFiller
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Visit our website at www.heartlandfunds.comTRANSFER ON DEATH DESIGNATION FORM OVERNIGHT DELIVERY TO: Heartland Funds, c/o ALPS Fund Services, 1290 Broadway, Suite 1100, Denver, CO 80203REGULAR MAIL

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How to fill out transfer on death tod

01

To fill out a transfer on death (TOD) form, follow these steps:

02

Obtain a transfer on death form from your financial institution or brokerage firm.

03

Provide your personal information, including your name, address, and social security number.

04

Specify the beneficiary/beneficiaries who will receive the assets upon your death.

05

Indicate the percentage or specific allocation of assets that each beneficiary will receive.

06

Sign and date the TOD form in front of a notary public or as instructed by your financial institution.

07

Submit the completed TOD form to your financial institution or brokerage firm.

08

Keep a copy of the form for your records and inform your beneficiaries about the TOD arrangement.

Who needs transfer on death tod?

01

Transfer on death TOD is beneficial for individuals who want to designate beneficiaries for their financial accounts such as bank accounts, investment accounts, or retirement accounts.

02

It is commonly used by individuals who wish to avoid probate and ensure a smoother transfer of assets to their chosen beneficiaries upon their death.

03

Anyone who wants to have control over who receives their assets and wants to simplify the transfer process can benefit from a transfer on death TOD arrangement.

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