Get Change Of Transfer On Death (tod) Beneficiary Form

Filing the Change Of Transfer On Death (TOD) Beneficiary Form online is an essential step for ensuring your assets are allocated according to your wishes. This guide will walk you through the process step-by-step, providing clear instructions for each section of the form.

Follow the steps to complete your form accurately and efficiently.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by filling out the 'Current Investor Information' section. Provide the name(s) of the current investor(s), the Computershare account number, and the full address, including city, state, and zip code.
3. In the 'Current Investor's Authorized Signatures' section, all current registered holders or their authorized representatives must sign. Ensure the signature matches exactly with the name(s) shown on the stock certificate or statement. A Medallion Guarantee Stamp from an authorized institution is required.
4. Proceed to the 'New Beneficiary Information' section. Fill out the details for each primary beneficiary including their full name, address, social security number or employer identification number, and share percentage. Use additional pages if necessary.
5. Subsequently, complete the 'Contingent TOD Beneficiary' section for any alternate beneficiaries. This will ensure they receive the assets if the primary beneficiaries cannot.
6. Once all required fields are filled, review the information for accuracy. Save the changes to the form.
7. Finally, download, print, and share the completed form as needed, ensuring it is submitted to the appropriate address as specified.

Start filling out the Change Of Transfer On Death (TOD) Beneficiary Form online to secure your estate planning today.