(ies) to my/our account: Beneficiary (1)* Beneficiary (2)* Beneficiary Name Beneficiary Soc. Sec No./TIN Beneficiary Date of Birth Beneficiary Home Address Beneficiary Home Telephone No. Beneficiary Business Telephone No. Beneficiary Place of Work Section Three POD Agreement KeyBank National Association ( Bank ) is authorized to pay the funds in my/our Account at my/our death(s) to the then surviving beneficiary(ies) named above, in EQUAL SHARES. Bank will not pay the funds to beneficiaries.
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How to fill out the KeyDirect Form 46-0126 online
Filling out the KeyDirect Form 46-0126 online is a straightforward process that allows you to designate beneficiaries for your account. This guide will walk you through each section of the form, ensuring you have the information necessary to complete it accurately.
Follow the steps to complete the KeyDirect Form 46-0126 online.
- Click ‘Get Form’ button to access the form and open it in the editing interface.
- In Section One, fill in your account title, date, account number, bank branch, branch number, and representative information. Ensure that all details are accurate to avoid any issues.
- Proceed to Section Two to designate your beneficiaries. For each beneficiary, provide their full name, Social Security Number or Tax Identification Number, date of birth, home address, home telephone number, business telephone number, and place of work.
- In Section Three, review the Payable on Death Agreement. This section confirms that upon your death, the funds will be distributed equally among the designated beneficiaries. It is important to understand that changes to beneficiaries must be communicated to the bank through a written notice.
- Sign the form in the specified areas for Account Owner 1 and Account Owner 2, if applicable. Each owner's signature is necessary to validate the designation of beneficiaries.
- If you wish to revoke the designation, complete Section Four by signing where indicated. This section is only necessary if you are modifying an existing designation.
- In Section Five, complete the acknowledgment portion where required, ensuring to provide the appropriate county and state information as well as the date of acknowledgment.
- Once you have filled out all relevant sections, save any changes made, and proceed to download, print, or share the completed form as needed.
Complete your KeyDirect Form 46-0126 online today for secure beneficiary designation.
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