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Transfer on Death (TOD)/ Paid on Death (POD) Designation Irregular Mail: Ariel Investment Trust c/o U.S. Bank Global Fund Services PO Box 701 Milwaukee, WI 532010701Overnight Delivery: Ariel Investment

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How to fill out transfer on death tod

01

Obtain the transfer on death deed form from your county’s recorder's office or website.

02

Fill out the form by entering the property details, your name as the grantor, and the beneficiary's name.

03

Sign the form in the presence of a notary public.

04

Submit the completed form to the county recorder's office for recording.

Who needs transfer on death tod?

01

Individuals who want to ensure that their real property passes directly to a designated beneficiary upon their death without going through probate.

02

Those who want to avoid the cost and delays associated with probate proceedings.

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What is transfer on death tod?

Transfer on death (TOD) is a legal document that allows an individual to designate beneficiaries to receive their assets upon their death, without having to go through probate.

Who is required to file transfer on death tod?

The person who wants to designate beneficiaries to receive their assets upon their death is required to file transfer on death (TOD).

How to fill out transfer on death tod?

To fill out transfer on death (TOD), you will need to provide information about the assets you wish to transfer, the beneficiaries you want to designate, and any specific instructions you may have.

What is the purpose of transfer on death tod?

The purpose of transfer on death (TOD) is to ensure that your assets are transferred to your designated beneficiaries without having to go through probate, which can be a lengthy and costly process.

What information must be reported on transfer on death tod?

The information that must be reported on transfer on death (TOD) includes details about the assets being transferred, the name and contact information of the beneficiaries, and any specific instructions or conditions.

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