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HAYS TOD SAMPLE LETTER You'll need to modify and personalize the text highlighted in yellow Date Insert name and address of the financial institutions General Counsel Dear ___: Please be aware that
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Start by addressing the letter to the appropriate recipient.
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Include the date at the top of the letter.
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Begin the letter with a formal greeting.
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Clearly state the purpose of the letter and any relevant details.
05
Express appreciation for the recipient's time and consideration.
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The Hays TOD sample letter is a template used to request the transfer of an asset upon the death of the account holder in a manner that avoids probate.
The designated beneficiaries of the account holder are required to file the Hays TOD sample letter in order to claim the transferred assets.
To fill out the Hays TOD sample letter, include the name and address of the deceased, the name of the beneficiaries, details of the asset being transferred, and any required signatures.
The purpose of the Hays TOD sample letter is to facilitate the direct transfer of assets to beneficiaries without needing to go through probate court.
The letter must include the deceased's information, beneficiaries' names and addresses, asset details, and any relevant identification numbers.
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