Get Tod Designation Form - Atlas Resource Partners, Lp

Filling out the TOD Designation Form is an important step in designating beneficiaries for your account. This guide will provide you with clear instructions on how to complete the form online, ensuring that your designation is accurately submitted.

Follow the steps to complete your TOD designation form.

1. Click the ‘Get Form’ button to obtain the form and open it in your editor.
2. Begin by entering the primary account holder's information in section A. Fill in the first name, middle initial (MI), and last name, followed by the Investor Atlas ID number.
3. If applicable, provide information for the joint account owner in section B, including their first name, middle initial, and last name.
4. Enter the email address associated with the primary account holder.
5. In the beneficiary section, specify the names of the individual(s) you wish to designate as beneficiaries. Fill in the required fields for each beneficiary, including their date of birth, relationship to the account holder, social security number, phone number, and email address.
6. Designate whether each beneficiary is a primary or contingent beneficiary by marking the appropriate checkbox.
7. Fill in the mailing address and social security number for each beneficiary.
8. If you need to add more beneficiaries, attach an additional page as necessary.
9. In the Medallion Guarantee section, sign and print your name, along with the date. If there is a joint account owner, ensure they also provide their signature, print their name, and date.
10. Once all information is completed, save your changes, and you can download, print, or share your filled-out form as needed.

Complete your TOD designation form online today to ensure your beneficiaries are designated correctly.