Transfer on Death Account Agreement Sample Contracts

STEP 2. AUTHORIZATION AND AGREEMENT
Transfer on Death Account Agreement • September 4th, 2014

dealer, to open a Transfer on Death account according to the terms and conditions set forth herein. This Agreement does not supersede or in any way affect any other agreements executed by me for my account, and I agree that I continue to be bound by any such agreements.

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Individual Transfer on Death Account Agreement
Transfer on Death Account Agreement • February 18th, 2020

I, the undersigned, authorize Pershing LLC (“Pershing”), as clearing agent for , my broker- dealer, to open a Transfer on Death account according to the terms and conditions set forth herein. This Agreement does not supersede or in any way affect any other agreements executed by me for my account, and I agree that I continue to be bound by any such agreements.

INDIVIDUAL TRANSFER ON DEATH ACCOUNT AGREEMENT
Transfer on Death Account Agreement • December 6th, 2007
CHOICETRADE
Transfer on Death Account Agreement • October 12th, 2020

I, the undersigned, authorize Electronic Transaction Clearing, Inc. (“ETC”), as clearing agent for CHOICETRADE, my broker- dealer, to open a Transfer on Death account according to the terms and conditions set forth herein. This Agreement does not supersede or in any way affect any other agreements executed by me for my account, and I agree that I continue to be bound by any such agreements.

STEP 2. AUTHORIZATION AND AGREEMENT
Transfer on Death Account Agreement • March 21st, 2013

I, the undersigned, authorize Pershing LLC (“Pershing”), as clearing agent for , my broker- dealer, to open a Transfer on Death account according to the terms and conditions set forth herein. This Agreement does not supersede or in any way affect any other agreements executed by me for my account, and I agree that I continue to be bound by any such agreements.

Individual Transfer on Death Account Agreement
Transfer on Death Account Agreement • March 21st, 2013

I, the undersigned, authorize Pershing LLC (“Pershing”), as clearing agent for , my broker- dealer, to open a Transfer on Death account according to the terms and conditions set forth herein. This Agreement does not supersede or in any way atfect any other agreements executed by me for my account, and I agree that I continue to be bound by any such agreements.

STEP 2. AUTHORIZATION AND AGREEMENT
Transfer on Death Account Agreement • March 21st, 2013

I, the undersigned, authorize Pershing LLC (“Pershing”), as clearing agent for , my broker- dealer, to open a Transfer on Death account according to the terms and conditions set forth herein. This Agreement does not supersede or in any way affect any other agreements executed by me for my account, and I agree that I continue to be bound by any such agreements.

CHOICETRADE
Transfer on Death Account Agreement • May 31st, 2021

We, the undersigned, authorize Electronic Transaction Clearing, Inc. (“ETC”), as clearing agent for CHOICETRADE, our broker-dealer, to open a Transfer on Death account according to the terms and conditions set forth herein. This Agreement does not supersede or in any way affect any other agreements including, but not limited to, a Joint Tenant Agreement executed by us for our account, and we agree that we continue to be bound by any such agreements.

Individual Transfer on Death Account Agreement
Transfer on Death Account Agreement • October 13th, 2003
STEP 2. AUTHORIZATION AND AGREEMENT
Transfer on Death Account Agreement • July 9th, 2019

I, the undersigned, authorize Pershing LLC (“Pershing”), as clearing agent for , my broker- dealer, to open a Transfer on Death account according to the terms and conditions set forth herein. This Agreement does not supersede or in any way affect any other agreements executed by me for my account, and I agree that I continue to be bound by any such agreements.

STEP 2. AUTHORIZATION AND AGREEMENT
Transfer on Death Account Agreement • March 9th, 2010

broker- dealer, to open a Transfer on Death account according to the terms and conditions set forth herein. This Agreement does not supersede or in any way affect any other agreements executed by me for my account, and I agree that I continue to be bound by any such agreements.

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