Get Payable On Death Form

Filling out a Payable On Death (POD) form online is a straightforward process that allows users to designate beneficiaries for their accounts. This guide will provide step-by-step instructions to help users navigate the form with ease.

Follow the steps to complete the Payable On Death Form online.

1. Click ‘Get Form’ button to obtain the Payable On Death Form and open it in your preferred editor.
2. Enter your Member Number in the designated field to identify your account.
3. In the Account Ownership section, fill in the names, dates of birth, and Social Security numbers of all parties listed. Ensure that this information is accurate and up to date.
4. In the Rights at Death section, select one option that best describes the ownership at death for your account. Initial next to your choice to confirm.
5. In the Beneficiaries section, provide the names, addresses, dates of birth, and Social Security numbers for each individual you wish to designate as a beneficiary. Ensure all details are correctly filled out.
6. Review all entries for accuracy to minimize delays or issues with processing.
7. Save changes to the form, and then choose to download, print, or share the completed document as needed.

Complete your Payable On Death Form online today to secure your beneficiaries' future.