Payable On Death Beneficiary Form Chase
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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.