Series 99: 1.2.2.1.1 Special Kinds Of Individual Accounts

Taken from our Series 99 Top-off Online Guide

1.2.2.1.1 Special Kinds of Individual Accounts

In a transfer on death (TOD) account, when a customer dies, the assets in the account are transferred to the beneficiary. The benefits of this type of account are that the beneficiary will not have to provide a will to receive the assets, only a death certificate. In fact, the TOD documentation will override any instructions in the will. All assets in a TO

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