Get Transfer On Death Affidavit (form-40a) - Deutsche Asset & Wealth ...

Filling out the Transfer On Death Affidavit (Form-40A) is an important step for beneficiaries wishing to transfer ownership of assets after the owner's passing. This guide provides clear, step-by-step instructions to help users complete the form online, ensuring a smooth process.

Follow the steps to complete the affidavit efficiently.

1. Click ‘Get Form’ button to access the Transfer On Death Affidavit and open it in your online document editor.
2. In the first section, input the current TOD account information. Required fields include the name of the owner, date of death, social security number, US residential address (including city, state, and zip), and account number. If applicable, also include the name and date of death of any joint owner.
3. Complete the beneficiary information section. Provide the beneficiary's name, social security number or tax ID, US residential address (no P.O. Boxes), city, state, and zip. Additionally, if the mailing address differs, fill in the respective city, state, and zip.
4. Choose the distribution instructions. Select one option for how to handle the shares: open a new account, transfer to an existing account (provide account number), or liquidate shares and send the proceeds to the beneficiary's address.
5. In the terms section, confirm the number of beneficiaries and the marital status of the decedent. Mark whether the decedent is survived by a spouse and provide necessary details if applicable.
6. Affirm your understanding of the information being true and correct and provide your signature. If obtaining a Medallion Signature Guarantee, follow the requirements and have it stamped on the form.
7. Finally, review all information for accuracy. Save any changes made, and then download or print the form to submit it as instructed, mailing it to the specified address.

Start completing your Transfer On Death Affidavit online today for a seamless documentation process.