Taxable Account Beneficiary Designation Form - Transfer On Death
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6Taxable Account Beneficiary
Designation Form – Transfer on Death
Use this form to designate beneficiaries who will become the owner of the account on the death of the last
surviving account owner for Individual, Joint Rights of Survivorship, Joint Tenants by Entirety, and Joint
Community Property accounts.
Beneficiaries cannot be designated for any other types of accounts, including those registered as Joint
Tenants-in-Common.
Instructions
1. Complete this form for each eligible account on which you would like to add or change a beneficiary designation(s).
2. Submit the completed and signed form and any attachments to:
Scan and Email
U.S. Mail
Folio Institutional
8180 Greensboro Drive, 8th Floor
Fax
McLean, VA 22102
703-649-6288
Important Information
•
If you wish to add or change beneficiary designations for an IRA account, please do so online.
•
This beneficiary designation only covers the assets in the Folio account listed on this form.
•
If at any time in the future you wish to change or revoke one or more beneficiary designations, you must resubmit this
form, listing all new and existing beneficiaries and confirming their respective percentage interest in the account.
•
Your beneficiary designation will not be effective until this agreement has been approved by Folio. Incomplete
forms cannot be accepted by Folio.
•
If this is a joint account, a surviving account holder has the right to revoke or change all beneficiary designations for
this account.
•
At the death of the last surviving joint account holder assets covered by designations on this form will be distributed
to the beneficiaries designated here unless subsequent designations are accepted by Folio. Beneficiary designations
for this account take precedence over any estate plan established through a will or trust, preempting any terms in your
will concerning this account. Consult with your tax, legal or estate planning professionals when making designations.
•
As of the publication date of this form, the State of Louisiana does not allow for the designation of a beneficiary on
this form.
If you need assistance completing this form, please call us at 1-888-485-3456.
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Last Updated: 04/10/2015
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