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TOD Registration Notice.pdf

5e875084866827965f74c689_transfer_on_death_registration.pdf
Preview of TOD Registration Notice
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📊 Size: 67 KB
📄 Pages: 4 pages
⬇️ Downloads: 96

Summary

Shares/Units can be registered in beneficiary form with a Transfer on Death (TOD) directive to transfer them to a designated beneficiary upon the owner's death. The TOD directive applies to subsequent acquisitions and can be revoked prior to death. The company will only honor a TOD directive recorded on their registration record and will not recognize revocations or changes made in a will. A Contingent Beneficiary can be named to receive the Shares/Units if the Primary Beneficiary predeceases the owner.

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Description

Shares/Units can be registered in beneficiary form with a Transfer on Death (TOD) directive to transfer them to a designated beneficiary upon the owner's...

Technical Information

  • File Format: PDF
  • File Size: 67 KB
  • Pages: 4
  • Language: EN
  • Total Downloads: 96
  • Last Updated: 1 month ago

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This PDF document about TOD Registration Notice provides comprehensive information and guidance. Whether you're a beginner or advanced user, this resource offers valuable insights into TOD Registration Notice.

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