Common Contracts
1 similar Designated Beneficiary Agreement contracts
Designated Beneficiary Agreement Keep this for your records.Designated Beneficiary Agreement • October 28th, 2008
This Agreement creates a transfer on death (“TOD”) registration for an account upon the death of an individual account holder or of the last surviving account holder in eligible joint accounts (“Date of Death”) of a nonretirement Fidelity Account or Fidelity Funds Account (the “Account”). The disposition of assets held in
