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Transfer on Death Account DesignationToll Free: 8009624238 www.pensco.comIMPORTANT INFORMATION: If you are establishing a new PEN SCO Unqualified (Taxable) Account as a Transfer on Death (TOD) Account,

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How to fill out transfer on death account

01

Step 1: Gather all necessary documents and information, such as the account holder's personal information, account number, and beneficiary's information.

02

Step 2: Contact the financial institution where the account is held and inquire about their specific requirements and procedures for filling out a transfer on death account.

03

Step 3: Request the necessary forms or documents needed to establish a transfer on death account.

04

Step 4: Carefully and accurately fill out the forms, providing all the required information.

05

Step 5: Review the completed forms for any errors or missing information before submitting them.

06

Step 6: Submit the filled out forms to the financial institution along with any additional documents they may require.

07

Step 7: Wait for confirmation from the financial institution that the transfer on death account has been successfully established.

08

Step 8: Communicate with the beneficiary and inform them about the transfer on death account and how it will affect them.

09

Step 9: Regularly review and update the transfer on death account as needed.

Who needs transfer on death account?

01

Anyone who wants to ensure a smooth transfer of their assets to a designated beneficiary upon their death can benefit from a transfer on death account.

02

Individuals who want to avoid probate and the associated costs and delays may find a transfer on death account to be a useful estate planning tool.

03

People with specific wishes regarding the distribution of their assets and who want to maintain privacy about their designated beneficiaries may also opt for a transfer on death account.

04

Transfer on death accounts can be particularly beneficial for individuals with uncomplicated financial situations or relatively smaller estates.

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