Payable On Death Beneficiary Form Chase

State:
Arizona
Control #:
AZ-019-77
Format:
Word; 
Rich Text
Instant download

Description

Transfer on Death Deed - Arizona - Individual to Individual: This deed is used to transfer the ownership or title of a parcel of land, attaching any existing covenants, upon the death of the Grantor to the Grantee. It does not transfer any present ownership interest in the property and is revocable at any time. Therefore, it is commonly used to avoid probate upon death.

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  • Preview Arizona Beneficiary Deed for Individual to Individual
  • Preview Arizona Beneficiary Deed for Individual to Individual
  • Preview Arizona Beneficiary Deed for Individual to Individual
  • Preview Arizona Beneficiary Deed for Individual to Individual

How to fill out Arizona Beneficiary Deed For Individual To Individual?

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FAQ

Contact us Death certificate. Proof of your identification, e.g., passport, driver's license, or a valid state issued ID card. Your relationship to the deceased. Deceased person's Social Security number and/or account number.

You can edit, delete or add beneficiaries and Transfer on Death designations (for non-retirement accounts) at chase.com: On your Accounts page, open the Main Menu (at top left). Under ?Investments," choose ?Beneficiaries? and make your changes.

DECEASED BENEFICIARIES: If one or more designated Beneficiaries has pre- deceased the Account Holder (or if a trust or other legal entity which is a Beneficiary has dissolved or terminated), the TOD Account assets will be distributed among the surviving Beneficiaries in proportion to each of their designated shares.

Beneficiary: A person designated to receive money or property from a person who has died. For example, someone can be designated as a beneficiary in a will or on a bank account (e.g., named in an informal trust as In Trust For (ITF) or named as a Payable on Death (POD) beneficiary).

Typically, TOD designations are used for stocks, bonds, mutual funds and other brokerage accounts, while POD designations are used for bank accounts.

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Payable On Death Beneficiary Form Chase