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TRANSFER ON DEATH (TOD) ACCOUNT REQUEST FORM Account Number: To:___FMSbonds, Inc.Please Note: The beneficiary designations you make upon establishing a T.O.D. account will take precedence over any

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How to fill out transfer on death tod

01

Obtain a TOD form from your financial institution or online.

02

Fill in your personal information, including your name, address, and social security number.

03

Designate one or more beneficiaries to receive the assets upon your death.

04

Specify the percentage of assets each beneficiary will receive.

05

Sign and date the form in the presence of a notary public.

06

Keep a copy of the completed TOD form for your records.

Who needs transfer on death tod?

01

Anyone who wants to ensure a smooth transfer of assets to their chosen beneficiaries upon their death may benefit from a transfer on death designation.

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What is transfer on death tod?

Transfer on death tod is a legal document that allows assets to be transferred to a designated beneficiary upon the death of the owner.

Who is required to file transfer on death tod?

The owner of the assets is the one required to file transfer on death tod.

How to fill out transfer on death tod?

Transfer on death tod can be filled out by providing the necessary information about the assets and the designated beneficiary.

What is the purpose of transfer on death tod?

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

What information must be reported on transfer on death tod?

Transfer on death tod must include information about the assets, the designated beneficiary, and any specific instructions for the transfer.

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