Get Apex Clearing Tod Form

Filling out the Apex Clearing Tod Form online can streamline the process of designating beneficiaries for your account. This guide will provide clear, step-by-step instructions to help you complete the form accurately and effectively.

Follow the steps to fill out the Apex Clearing Tod Form online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Enter your Apex account number in the designated field. This number uniquely identifies your securities account.
3. Fill in the primary account holder's name. Ensure that this matches the name on the account for proper identification.
4. If applicable, enter the entity, business, or trust name. This may be necessary if the account is held by a legal entity rather than an individual.
5. Provide the social security number or taxpayer ID number. This information is crucial for tax purposes and for verifying your identity.
6. Enter the date of birth of the primary account holder. This helps to confirm proper identification.
7. If there is a joint account holder or trustee, include their full name along with their social security number or taxpayer ID number and date of birth.
8. Designate your beneficiaries by filling out their names, percentage share of the account upon your death, their relationship to you, address, telephone number, date of birth, and social security number or taxpayer ID number.
9. Ensure that the total percentage shares for all beneficiaries equals 100%. This step is essential to properly allocate the account's assets.
10. Review all entries for accuracy. Once verified, proceed to save changes. You may also choose to download, print, or share the form as needed.

Complete your documents online with confidence by following these steps.