Series 26: Transfer On Death (TOD) Accounts

Taken from our Series 26 Online Guide

Transfer on Death (TOD) Accounts

A TOD account is an individual account in which the assets pass to a named beneficiary upon the account owner’s death, without going through probate. The account holder can divide the assets as he wishes among beneficiaries by designating the percentage that each beneficiary should receive. Beneficiaries will not have t

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