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To print a BLANK form check here: Print Clear WellsTrade Transfer on Death Kit Services to TOD Accounts Easing Transitions 585797 (Rev 03 03/13) Page 1 of 7 TRANSFER ON DEATH (TOD) AGREEMENT SECTION.

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The account holder needs only to notify the bank of who the beneficiary should be. The bank, on its end, will give the owner of the account a beneficiary designation form called a Totten trust to fill out. The completed form gives the bank authorization to convert the account to a POD.

For checking or savings accounts, and time accounts (CDs), call 1-800-TO-WELLS (1-800-869-3557). For Wells Fargo Bank IRAs, call 1-800-237-8472.

Investment Accounts: Transfer on Death For an individual account, a TOD registration generally allows ownership of the account to be transferred to the designated beneficiary upon your death.

For checking or savings accounts, and time accounts (CDs), call 1-800-TO-WELLS (1-800-869-3557). For Wells Fargo Bank IRAs, call 1-800-237-8472. FAQs. Why do I need copies of the death certificate?

Go to the Death Notification Service. You can create an account or submit a death notification without creating an account. Complete the online form. ... Say which firms the deceased person had an account with. ... The relevant firms will then be notified.

Contact the plan administrator of the QRP you are rolling (contact information can be found on your last QRP statement), and request a direct rollover distribution payable to Wells Fargo. Make sure to: Ask to roll over the funds directly to Wells Fargo for benefit of (FBO) your name.

If the bank account is a custodial account that names you as the pay-on-death beneficiary, you must request a certified copy of the death certificate from the state's office of vital records and present it to the bank with identification. The bank should then release the money to you and allow you to close the account.

Some Examples of TOD AssetsTOD assets can cover a rather broad spectrum. Some states allow transfer on death bank accounts, which are often referred to as payable on death accounts. Many types of retirement accounts automatically transfer on death to named beneficiaries as well, including 401(k)s and IRAs.

As Fidelity Investments notes, a TOD is a provision of a brokerage account that allows the account's assets to pass directly to an intended beneficiary; the equivalent of a beneficiary designation. Though laws governing estate planning vary by state, many bank accounts, investment accounts and even deeds are ...

If a bank account has no joint owner or designated beneficiary, it will likely have to go through probate. The account funds will then be distributed after all creditors of the estate are paid off according to the terms of the will.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
Privacy Notice
Legal Hub
Content Takedown Policy
Bug Bounty Program
About Us
Blog
Affiliates
Contact Us
Delete My Account
Site Map
Industries
Forms in Spanish
Localized Forms
State-specific Forms
Forms Kit
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate WorkFlow
DocHub
Instapage
Social Media
Call us now toll free:
+1 833 426 79 33
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
WellsTrade Transfer On Death Kit - Wells Fargo
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