Series 6: 2.2.1.1. Transfer On Death (TOD) Account Designations

Taken from our Series 6 Top-off Online Guide

2.2.1.1. Transfer on Death (TOD) Account Designations

Most states allow a type of beneficiary designation for individual accounts known as a transfer on death, or TOD. Transfer on death designations for bank accounts are called payable on death (POD) accounts, or Totten Trusts. A TOD or POD designation allows the account owner to name beneficiaries and designate the percentage of assets each b

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