Common Contracts
2 similar Beneficiary Agreement contracts
Transfer on Death Beneficiary AgreementBeneficiary Agreement • November 14th, 2018
This Transfer on Death ("TOD") Beneficiary Agreement (this "Agreement") covers the assets in your account at the time of death. This Agreement covers only those investments designated by the investor (“Investor”) for TOD. The shares will be transferred to the beneficiaries designated on the attached Designation of Transfer on Death Beneficiary Form (“TOD Form”). This Agreement does not replace any of the terms and conditions of your Subscription Agreement. Only individuals or Joint Tenants with Rights of Survivorship are eligible for TOD. Therefore, a TOD designation is not permitted for registrations that are held as community property, a qualified plan, trust, corporation, etc. You may designate one, or more than one, beneficiary. If you designate more than one beneficiary and you do not indicate the percentage of shares to each, then your share will be divided equally among the beneficiaries. Minors may be beneficiaries of a TOD registration provided you name a custodian, guardian o
Transfer on Death Beneficiary AgreementBeneficiary Agreement • November 14th, 2018
This Transfer on Death ("TOD") Beneficiary Agreement (this "Agreement") covers the assets in your account at the time of death. This Agreement covers only those investments designated by the investor (“Investor”) for TOD. The shares will be transferred to the beneficiaries designated on the attached Designation of Transfer on Death Beneficiary Form (“TOD Form”). This Agreement does not replace any of the terms and conditions of your applicable Subscription Agreement. Only individuals or Joint Tenants with Rights of Survivorship are eligible for TOD. Therefore, a TOD designation is not permitted for registrations that are held as community property, a qualified plan, trust, corporation, etc. You may designate one, or more than one, beneficiary. If you designate more than one beneficiary and you do not indicate the percentage of shares to each, then your share will be divided equally among the beneficiaries. Minors may be beneficiaries of a TOD registration provided you name a custodian,
