Get Account Feature Btransfer On Deathb Account Agreement - Individual

Filling out the Account Feature Transfer On Death Account Agreement for individuals is an important step in ensuring that your assets are handled according to your wishes after your passing. This guide will walk you through the necessary steps to complete this form online, providing you with clear and supportive instructions.

Follow the steps to accurately complete your Transfer On Death Account Agreement.

1. Press the 'Get Form' button to access the Account Feature Transfer On Death Account Agreement for individuals and open it in your document editor.
2. Begin by entering your account information in the designated fields. This includes your account number and any relevant identification number.
3. Indicate whether you want to void any existing Transfer On Death instructions or replace them with new beneficiaries by marking the appropriate option.
4. Proceed to the 'Terms of Transfer on Death' section. Review the authorization statement and ensure to note that LPL Financial LLC will manage the transfer of your account assets according to the designated beneficiaries.
5. In the 'Beneficiary Designation' section, fill in the names, relationships, social security numbers, dates of birth, and percentage shares for each primary beneficiary. Ensure that the total percentages equal 100%.
6. If applicable, designate contingent beneficiaries in the same manner as the primary beneficiaries, providing the necessary information and ensuring clear percentages.
7. Read and understand the stipulations regarding minors, liquidation of assets, and the obligations towards beneficiaries outlined in the following sections.
8. Sign and date the bottom of the form to certify that all information provided is accurate and that you understand the implications of the designations made.
9. After completing the form, review all entries for accuracy. Once confirmed, you can save the changes, download, print, or share the document as needed.

Ensure your assets are secure by completing your Transfer On Death Account Agreement online today.