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Get Transfer On Death Tod Beneficiary Form - Janus Capital Group
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How to fill out the Transfer On Death TOD Beneficiary Form - Janus Capital Group online
Filling out the Transfer On Death (TOD) Beneficiary Form from Janus Capital Group is an important step in ensuring your financial assets are distributed according to your wishes. This guide provides clear, step-by-step instructions to navigate the online form effectively.
Follow the steps to fill out the Transfer On Death TOD Beneficiary Form efficiently.
- Press the 'Get Form' button to access the Transfer On Death Beneficiary Form and open it in your preferred online editor.
- In the first section, provide the name associated with your account. Enter your first name, middle initial, last name, Social Security number, date of birth, and phone number. If applicable, add the joint owner's information in the next fields.
- Next, specify your primary TOD beneficiaries. For each beneficiary, select their relationship to you (spouse, non-spouse, trust, other entity, or minor), followed by completing their full name, Social Security or taxpayer ID number, date of birth or date of trust, and allocated percentage (ensure this totals 100% for all primary beneficiaries). If more beneficiaries are needed, attach a separate sheet.
- Proceed to the section for secondary TOD beneficiaries, following the same steps as you did for primary beneficiaries. Again, ensure the total allocation equals 100% and include necessary details for each secondary beneficiary.
- Read the guidelines for Transfer On Death registration carefully. After reviewing the important points regarding beneficiary designations and your rights, sign and date the form to confirm your understanding and agreement.
- Once completed, save your changes. You can choose to download, print, or share the form as needed. Make sure to keep a copy for your records.
Start filling out your Transfer On Death TOD Beneficiary Form online today to secure your beneficiaries' future.
Wills do not override beneficiary designations; rather, beneficiary designations ordinarily take precedence over wills.
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