Common Contracts
1 similar Transfer on Death Agreement contracts
TRANSFER ON DEATH AGREEMENTTransfer on Death Agreement • January 29th, 2017
In order to have a TOD Beneficiary Plan (Plan) you must open a Scottrade, Inc. (Scottrade) Brokerage Account for an Individual,Tenants in Common or Joint Tenants, Rights of Survivorship (existing accounts are eligible) or Joint Tenants by Entirety. Please note, the TOD Beneficiary Plan covers the assets in your Brokerage Account upon your death (or the death of the final account holder). Those assets will be distributed to the beneficiary(ies) designated in this TOD Beneficiary Plan Agreement (Agreement) or in subsequent revisions submitted to Scottrade. The Plan will take precedence over any estate plan established through a will or a trust, so you are advised to consult with your tax and estate planning professionals prior to signing this Agreement.
