Transfer On Death Agreement Form
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TRANSFER ON DEATH (TOD) AGREEMENT
In order to have a TOD Beneficiary Plan (Plan) you must open a Scottrade, Inc. (Scottrade) Brokerage Account for an Individual,Tenants in Common or
Joint Tenants, Rights of Survivorship (existing accounts are eligible) or Joint Tenants by Entirety. Please note, the TOD Beneficiary Plan covers the assets
in your Brokerage Account upon your death (or the death of the final account holder). Those assets will be distributed to the beneficiary(ies) designated in
this TOD Beneficiary Plan Agreement (Agreement) or in subsequent revisions submitted to Scottrade. The Plan will take precedence over any estate plan
established through a will or a trust, so you are advised to consult with your tax and estate planning professionals prior to signing this Agreement.
1. TOD BENEFICIARY PLAN INFORMATION
Yes
No
Registering for a TOD Beneficiary Plan
- Do you currently have a Scottrade Brokerage Account?
OR
(If no, this form must accompany an Account Application)
Previously registered for a TOD Beneficiary Plan and submitting this form only to change beneficiary information.
Account Title
Scottrade Brokerage Account Number
Address
City
State
ZIP
Account Type:
Individual
Joint Tenants by Entirety
Joint Tenants with Rights of Survivorship
Tenants in Common
2. PRIMARY BENEFICIARY DESIGNATION
At the death of the account holder or, in the case of joint tenants, at the death of the last surviving account holder, all of the assets in the account shall be
transferred to the following beneficiaries who survive the (last surviving) account holder by 120 hours. At the death of a tenant in common, only that tenant's
percentage of assets shall be transferred to the following beneficiaries who survive the tenant by 120 hours. Unless different percentages are indicated below,
the assets in the account shall be divided equally among the beneficiaries. If you designate, please make sure that the allocations add up to 100%. In the
event that any securities in the account cannot, for any reason, be partitioned and transferred to the beneficiaries equally, Scottrade reserves the right, to the
extent necessary, to liquidate the securities and transfer the proceeds of that sale among the beneficiaries according to the percentages indicated.
Primary Beneficiary's Name
Date of Birth
Daytime Telephone Number
Designated Percentage
Address
Social Security or Tax ID Number
City
State
ZIP
Relationship to Account Holder
Country(ies) of Citizenship
Country of Legal Residence
Primary Beneficiary's Name
Date of Birth
Daytime Telephone Number
Designated Percentage
Address
Social Security or Tax ID Number
City
ZIP
Relationship to Account Holder
State
Country(ies) of Citizenship
Country of Legal Residence
Primary Beneficiary's Name
Date of Birth
Daytime Telephone Number
Designated Percentage
Address
Social Security or Tax ID Number
City
State
ZIP
Relationship to Account Holder
Country(ies) of Citizenship
Country of Legal Residence
*SF1026*
To list additional primary beneficiaries, attach an additional Page 1.
Scottrade, Inc. - Member
FINRA
and
SIPC
SF1026/11-15
Page 1 of 4
PLEASE CONTINUE
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