Search results with tag "Transfer on death agreement"

Transfer on Death Agreement - Merrill

Name of all current Trustees and dates of trust creation (if Beneficiary is a Trust) Note: Only a trust currently in existence at the time a TOD Agreement is executed can be named as a TOD Beneficiary. Testamentary trusts cannot be named as a TOD Beneficiary because the TOD Agreement/Service provides for the non-probate transfer of assets.

  Trust, Agreement, Death, Transfer, Transfer on death agreement, Merrill