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DESIGNATION OF TRANSFER ON DEATH (TOD) BENEFICIARY AGREEMENT Please complete this form to establish a Transfer on Death (TOD) Beneficiary on your account. If you have questions about this form, call
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TOD switched to regular refers to the conversion of a Time of Death (TOD) account to a regular account.
Anyone with a TOD account who wishes to convert it to a regular account must file TOD switched to regular.
To fill out TOD switched to regular, you need to submit a conversion form to the financial institution where your TOD account is held.
The purpose of TOD switched to regular is to change the account type from a TOD account, where the funds are transferred directly to beneficiaries upon the account holder's death, to a regular account.
When filing TOD switched to regular, you are required to report your personal information, account details, and reasons for converting the account.
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