TRANSFER ON DEATH AGREEMENTDeath Agreement • May 4th, 2018
By signing below, I/we designate that my/our investment in the Loomis Sayles Funds identified above be registered in “transfer on death” form, and designate the following person(s) to whom the investment shall pass after I/we are deceased:
TRANSFER ON DEATH AGREEMENTDeath Agreement • September 9th, 2022
By signing below, I/we designate that my/our investment in the Natixis Funds identified above be registered in “transfer on death” form, and designate the following person(s) to whom the investment shall pass after I/we are deceased:
Transfer On Death AgreementDeath Agreement • December 6th, 2002 • Nebraska
This Transfer on Death Agreement (the “TOD Agreement”) is entered into by COR Clearing (“COR”) and the undersigned client (“Client”) and is an integral part of the Client Agreement (the “Agreement”) made by COR and Client. In consideration of the acceptance by COR of Client’s account (the “TOD Account”) under this TOD Agreement, Client agrees to the following supplemental terms and provisions.
PAY-ON-DEATH / TRANSFER-ON-DEATH AGREEMENTDeath Agreement • April 23rd, 2018
This Pay-On-Death/Transfer-On-Death Agreement ("Agreement") applies to the specific accounts listed in Paragraph 4 maintained by the undersigned Customer(s) (the "Account(s)") with Banco do Brasil S.A., Miami Branch (the "Branch") and is intended to amend and supplement any and all other account-opening and related documents, agreements, and terms and conditions regarding the Account(s) (all such account-opening and related documents and agreements, except this Agreement, being the "Other Agreements"). The undersigned hereby agree(s) with the Branch as follows:
Payment on Death Agreement – Joint Connexus Credit UnionDeath Agreement • May 4th, 2016
We, the undersigned, hereby authorize and direct Connexus Credit Union to pay upon our death, any and all amounts then credited to the joint account specified above to:
Payable-on-Death Agreement (Excluding IRA, CD’s and RLTA accounts)Death Agreement • July 17th, 2020
If You would like to establish Your Account as a Payable-on-Death Account and You would like to designate beneficiary(ies), please fill in the appropriate section(s) below. You can change or revoke this designation at any time by completing a new Payable-on-Death designation in the format required by the Credit Union. On the death of the last surviving owner of Your account(s), You hereby designate the following beneficiary(ies) for all accounts listed above.
KEELEY FUNDS TRANSFER ON DEATH AGREEMENTDeath Agreement • September 20th, 2018
GABELLI FUNDS TRANSFER ON DEATH AGREEMENTDeath Agreement • July 11th, 2019
