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How to fill out the Pod Form online
Filling out the Pod Form online is an essential step for establishing a Payable on Death Beneficiary Plan. This guide provides clear instructions to help you navigate through each section of the form, ensuring a smooth and accurate completion.
Follow the steps to complete the Pod Form effectively.
- Click ‘Get Form’ button to access the form and open it in the online editor.
- Begin with the Pod Beneficiary Plan Information section. Choose one option: registering for a new plan or modifying an existing plan. Provide your account type (individual or joint) and fill out your account title along with your Scottrade Bank account number.
- Complete your address details including city, state, and ZIP code. This information ensures that all relevant correspondence reaches you.
- Proceed to the Beneficiary Designation section. List each beneficiary's name, date of birth, relationship to you, address, social security or tax ID number, and their designated percentage of the account balance. Ensure the percentages total 100% for proper distribution.
- If you have additional beneficiaries, use a second page as needed. Repeat the process for each new beneficiary with the same required information.
- Review the Signatures section carefully. All account owners must sign the form to validate it. Ensure each signature is accompanied by the printed name and date.
- After completing the form, save any changes made, then download, print, or share the form as needed for your records or further processing.
Complete the Pod Form online today to secure your beneficiary designations.
A beneficiary is typically used for a life insurance policy, IRA, 401k or an annuity. POD, payable on death, is used to avoid probate on a bank account, checking, savings, money market or CD. You will keep those accounts in your name only but make POD, payable on death, to your kids.
Fill Pod Form
You may use this form to designate POD Beneficiaries on all types of accounts except a business or trust account. PART 1: Account Owner Information. A payable on death (POD) designation means your bank account automatically transfers to a beneficiary upon the death of all account owners and co-owners. Beneficiaries must be individuals and cannot be Trusts. Both TOD and POD designations are beneficiary designations, stating to whom account assets are to pass when the owner dies. Go to your bank's local branch and ask for a form to name a POD beneficiary. When you give the completed form to the bank, you're all set.
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