Get Dws Transfer On Death Affidavit - Dws Investments
How it works
-
Open form follow the instructions
-
Easily sign the form with your finger
-
Send filled & signed form or save
How to fill out the DWS Transfer On Death Affidavit - DWS Investments online
Filling out the DWS Transfer On Death Affidavit is an important step for beneficiaries to secure their rightful shares from a Transfer On Death account. This guide will walk you through each section of the affidavit, providing clear and concise instructions to help you complete the form online with ease.
Follow the steps to accurately complete the DWS Transfer On Death Affidavit
- Click ‘Get Form’ button to obtain the DWS Transfer On Death Affidavit.
- In the Current TOD account registration section, fill in the required fields including your name, account number, Social Security or Tax ID number, and US residential address. Ensure all information is accurate.
- In Information about yourself, complete all bold fields including your name, date of birth (format MM/DD/YYYY), Social Security or Tax ID number, and residential address. If your mailing address differs from your residential address, provide that as well. Include a daytime phone number.
- In the Distribution instructions section, choose one of the options: liquidate the account and send the proceeds to your listed address, transfer shares to an existing DWS Investments account by providing the account number, or indicate your intention to open a new account by attaching a completed DWS Fund New Account Application.
- Proceed to the affidavit declaration where you affirm the accuracy of your information. Indicate whether there is one or multiple beneficiaries, and provide necessary explanations regarding any relationships to the deceased shareholder.
- Address each of the listed statements regarding estate claims, indemnity agreements, and the accuracy of provided information. Complete all relevant sections about the decedent including survivor details and tax waivers, if applicable.
- Finally, sign the affidavit, including the date. Ensure a Medallion Signature Guarantee is included if required, which is crucial for verifying your identity and authority.
- After completing the form, review all entries for accuracy. Save your changes, then download, print, or share the completed affidavit as necessary.
Complete your DWS Transfer On Death Affidavit online today to ensure your beneficiaries receive their rightful shares.
Related links form
The headquarters of DWS is located in Frankfurt, Germany. However, DWS has a significant presence in the United States, focusing on the DWS Transfer On Death Affidavit - DWS Investments to cater to U.S. clients. Their international reach allows clients from different regions to access comprehensive investment management services.
Industry-leading security and compliance
-
In businnes since 199725+ years providing professional legal documents.
-
Accredited businessGuarantees that a business meets BBB accreditation standards in the US and Canada.
-
Secured by BraintreeValidated Level 1 PCI DSS compliant payment gateway that accepts most major credit and debit card brands from across the globe.