Get Transfer On Death Registration Form - Bny Mellon ...

This guide provides comprehensive and user-friendly instructions for completing the Transfer on Death Registration Form from BNY Mellon online. By following these detailed steps, users can ensure that their preferences for transferring ownership to beneficiaries are clearly documented.

Follow the steps to complete your form accurately.

1. Press the ‘Get Form’ button to access the Transfer on Death Registration Form. This will allow you to view and edit the document online.
2. Fill in your account information, including your account number and owner’s name. If applicable, include the joint owner’s name and ensure that all names are accurately entered.
3. Provide your address and contact information. Make sure to include your street address, city, state, and zip code. You may also include your daytime and evening phone numbers and your email address.
4. In the beneficiary designation section, input the details of your primary beneficiaries. For each beneficiary, provide their name, date of birth, social security number, relationship to you, address, and email address. Designate a custodian if any beneficiary is a minor.
5. If you are naming more than four primary or secondary beneficiaries, use an additional sheet of paper to include this information. Ensure that the percentage shares for primary and secondary beneficiaries add up to 100 percent if you designate multiple individuals.
6. Sign the form to confirm your understanding of the terms concerning Transfer on Death registrations and your intent to transfer ownership as specified. Include the date of your signature.
7. Save your changes. After completing the form, download, print, or share the document as necessary. Make sure to keep a copy for your records.

Complete your document online today to ensure your Transfer on Death designations are clearly established.