Get Change Of Transfer On Death (tod) Form - Highlands Reit

Completing the Change Of Transfer On Death (TOD) Form for Highlands REIT is a crucial step in designating beneficiaries for your account. This guide provides clear, step-by-step instructions on how to fill out the form effectively and ensure your wishes are accurately documented.

Follow the steps to complete the Change Of TOD Form online.

1. Click the ‘Get Form’ button to obtain the form and open it in the editor.
2. Provide stockholder information. Input the name(s) of the stockholder exactly as it appears on the account along with the birthdate and daytime telephone number. Ensure the state of residence is included, noting that submissions are not accepted from residents of Louisiana.
3. In the Transfer On Death Beneficiary Designation section, specify the beneficiaries. List each TOD beneficiary and allocate whole percentage shares that total 100%. If more space is needed, use an additional sheet of paper.
4. Designate primary and contingent beneficiaries. Clearly indicate if a beneficiary is a primary or contingent. If designating a minor as a beneficiary, include a custodian or guardian's name.
5. If desired, check the box for Lineal Descendants per Stirpes (LDPS) to ensure that the account can pass to the children of the designated beneficiaries should they predecease the stockholder.
6. Review the document carefully. Ensure that all fields are completed correctly and the information is accurate, especially the signatures.
7. Sign the form in the signature section. All signatures must be medallion signature guaranteed by an eligible institution, such as a commercial bank. Include the date and ensure all necessary signatures are present.
8. Mail the completed form to Highlands REIT, ensuring that all three pages are submitted. Use the provided addresses for regular mail or overnight delivery.

Complete your Change Of TOD Form online today to secure your beneficiaries' rights!