Transfer Death Beneficiary Form For Fidelity
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If this form requires notarization, complete it online through a secure video call—no need to meet a notary in person or wait for an appointment.
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FAQ
On a nonretirement account, designating a beneficiary or beneficiaries establishes a transfer on death (TOD) registration for the account. For an individual account, a TOD registration generally allows ownership of the account to be transferred to the designated beneficiary upon your death.
Disability: If your beneficiary has a disability or acquires one from an accident or illness before death. In that case, the POD and TOD funds could end up with the government or jeopardize their Medicaid and SSI.
Use this form to establish a transfer on death (TOD) registration on your designated nonretirement account, which enables you to designate beneficiaries on your account. This registration can only be applied to individual, joint tenant with rights of survivorship, or tenants by entirety accounts.
What Is the Difference Between TOD and Beneficiary? A transfer on death is an instrument that transfers ownership of specific accounts and assets to someone. A beneficiary is someone that is named to receive something of value.