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TRANSFER ON DEATH (TOD) DESIGNATION FORM This form should be used by fund direct shareholders who own shares in a Touchstone Fund through an Individual, Joint (JTWROS) or Transfer on Death (TOD) account.

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How to fill out transfer on death tod

01

Obtain the transfer on death (TOD) form from your financial institution or brokerage firm.

02

Fill out the TOD form with your personal information, including your name, address, and Social Security number.

03

Designate the beneficiaries who will receive the assets upon your death by providing their names and relationship to you.

04

Specify the assets and the percentage of each asset that should go to each beneficiary.

05

Sign and date the TOD form in the presence of a notary public to make it legally valid.

Who needs transfer on death tod?

01

Anyone who wants to have a clear and straightforward way of transferring assets to beneficiaries upon their death may benefit from a transfer on death (TOD).

02

Individuals who wish to avoid probate and ensure that their assets go directly to their chosen beneficiaries without delay may find TOD to be a useful estate planning tool.

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What is transfer on death tod?

Transfer on death tod is a legal document that allows the owner of an asset to designate a beneficiary to inherit the asset upon the owner's death without going through probate.

Who is required to file transfer on death tod?

The owner of an asset is required to file transfer on death tod in order to designate a beneficiary to inherit the asset.

How to fill out transfer on death tod?

To fill out transfer on death tod, the owner must provide their personal information, details of the asset being transferred, and information about the designated beneficiary.

What is the purpose of transfer on death tod?

The purpose of transfer on death tod is to ensure that the owner's assets are transferred to the designated beneficiary without the need for probate court intervention.

What information must be reported on transfer on death tod?

The transfer on death tod must include the owner's personal information, details of the asset being transferred, and the name of the designated beneficiary.

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