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For more information visit our privacy policy.Transfer on Death (TOD) Agreement REGISTRATION OF ACCOUNTS IN BENEFICIARY FORMTransfer on Death (Tod) Agreement • September 15th, 2014 • New York
Contract Type FiledSeptember 15th, 2014 JurisdictionThe following Agreement shall govern any Transfer on Death (TOD) registration established with Sterne, Agee & Leach, Inc. (“SALI” or “Custodian”), either directly or indirectly through the customer’s introducing broker (“Introducing Firm”).