Get Scottrade Form Tod For Virginia

This guide provides clear instructions on how to complete the Scottrade Form Tod for Virginia online. Follow the steps outlined below to ensure a smooth application process and proper designation of beneficiaries.

Follow the steps to fill out the Scottrade Form Tod For Virginia online.

1. Press the ‘Get Form’ button to access the form and open it in the appropriate editor.
2. Begin by indicating whether you are currently registered for a TOD Beneficiary Plan by selecting 'Yes' or 'No'. If you select 'No', this form must be submitted alongside an Account Application.
3. Fill in your Account Title and Scottrade Brokerage Account Number. Provide your complete address including City, State, and ZIP code.
4. Choose your Account Type from the options provided: Individual, Joint Tenants by Entirety, Joint Tenants with Rights of Survivorship, or Tenants in Common.
5. Designate your Primary Beneficiary's information. Provide their name, date of birth, address, relationship to the account holder, and percentage of assets they will receive.
6. If there are additional primary beneficiaries, list their details in the appropriate fields and ensure the designated percentages total 100%.
7. In the section regarding the Disposition of Deceased Primary Beneficiary Assets, select how the assets of a primary beneficiary will be handled if they do not survive the account holder.
8. If applicable, specify any Contingent Beneficiaries, providing the required information for each as necessary.
9. Complete section 5 regarding minor beneficiaries, selecting the desired options for asset distribution to minors.
10. If you meet the spousal consent criteria, complete section 6 by having your spouse sign and date the consent.
11. Finally, sign and date the Agreement at the end of the document, acknowledging that you have read and agree to the terms.
12. Once the form is completed, you may save changes, download, print, or share the form as needed.

Complete your Scottrade Form Tod For Virginia online today!