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After
hours? Click to submit an inquiry.
Contact Us: 800-697-3863.
Monday through Friday 8:00 a.m. - 7:00 p.m. Central Time
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Add
or Update a Transfer on Death Beneficiary
For
regular taxable accounts the type of beneficiary that you can list is referred
to as a Transfer on Death (TOD) or Paid on Death (POD) beneficiary. In the
event something was to happen to the account owner(s), the TOD/POD may help
that named individual avoid the probate process.
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All
Beneficiary changes must be signed and sent in with the form below
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I would like to…
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Instructions and Forms I
need…
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What else I need to
know…
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Add or Update
beneficiaries on my taxable account
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Please complete and sign the Transfer on
Death Designation Form online, or it can be printed, signed and mailed here.
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You will receive a
confirmation once the form is received in good order to add beneficiaries, a
confirmation is not generated when updating beneficiaries
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If this is a joint
account, both owners need to sign (You cannot have an account owner name as a
TOD/POD)
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If a trust will be
designated as a beneficiary, we require a copy of the trust agreement
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Before investing, consider the fund's investment objectives, risks, charges and expenses. Please call 800-697-3863 or visit http://www.tocquevillefunds.com/ for a prospectus or, if available, summary prospectus, containing this information. Read it carefully.
Tocqueville and its representatives do not provide tax or legal advice. Each individual's tax and financial situation is unique. Individuals should consult their tax and/or legal advisor for advice and information concerning their particular situation.
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