In the event of the death of a business owner, this printable transfer moves an account to a beneficiary.
Sample text from Transfer On Death:
| Account | |||
|---|---|---|---|
| Account No | Date | ||
| Owner 1 | DOB | ||
| SSN | Phone No | ||
| Address | |||
| Owner 2 | DOB | ||
| SSN | Phone No | ||
| Address | |||
Add Beneficiary |
|||
| Name | DOB | ||
| SSN | % of Trust | ||
| Spouse Trust Other Minor | Guardian (if Minor) | ||
| Name | DOB | ||
| SSN | % of Trust | ||
| Spouse Trust Other Minor | Guardian (if Minor) | ||
| Name | DOB | ||
| SSN | % of Trust | ||
| Spouse Trust Other Minor | Guardian (if Minor) | ||
Remove Beneficiary |
|||
| Name | DOB | ||
| SSN | % of Trust | ||
| Spouse Trust Other Minor | Guardian (if Minor) | ||
| Name | DOB | ||
| SSN | % of Trust | ||
| Spouse Trust Other Minor | Guardian (if Minor) | ||
| Name | DOB | ||
| SSN | % of Trust | ||
| Spouse Trust Other Minor | Guardian (if Minor) | ||
