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

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.

·        All Beneficiary changes must be signed and sent in with the form below

 

I would like to…

Instructions and Forms I need…

What else I need to know…

 

Add or Update beneficiaries on my taxable account

 

·        Please Complete the Transfer on Death Designation Form

 

 

·        You will receive a confirmation once the form is received in good order to add beneficiaries, a confirmation is not generated when updating beneficiaries

 

·        If this is a joint account, both owners need to sign (You cannot have an account owner name as a TOD/POD)

 

·        If a trust will be designated as a beneficiary, we require a copy of the trust agreement