Get Tod Form - Resource Real Estate Opportunity Reit Ii, Inc.

This guide provides a comprehensive overview of how to complete the Transfer on Death (TOD) Form for Resource Real Estate Opportunity REIT II, Inc. online. Follow the instructions carefully to ensure that your designations are recorded accurately and efficiently.

Follow the steps to fill out the TOD form correctly.

1. Press the ‘Get Form’ button to access the TOD Form and open it in your preferred editing tool.
2. Provide your personal information in the ‘Investor’s Information’ section, including your investment name, social security number or tax ID, date of birth, address, and phone numbers.
3. Complete the 'Designation of Beneficiary' section, ensuring to check the appropriate options regarding citizenship and tax status.
4. In the beneficiary section, enter the name of the TOD beneficiary, their social security number or tax ID, date of birth, and contact information, along with the number of shares to be transferred if it is not all.
5. Review the ‘Representations’ section thoroughly, confirming your understanding of the terms and implications of the TOD registration and ensuring you are aware of any potential legal or tax considerations.
6. Provide your signature in the ‘Signatures’ section, along with the date. If applicable, include the signature of a joint registered owner.
7. Ensure that a medallion signature guarantee is included if required. This is crucial for validating your application.
8. If necessary, include the spousal waiver signatures and dates.
9. After completing the form, save your changes. You can then download, print, or share the form as needed.

Take the next step towards securing your investment by completing the TOD Form online today.