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I live with my wife in Nova Scotia, Canada, but my US checking account is in TD bank in St. Johnsbury, Vermont.
John, St. Johnsbury
September 2, 2015 10:13:22 AM
2 people recommended this |
In reply to John, St. Johnsbury
We appreciate you coming to TD Helps with your questions, John.
We understand not wanting to leave a burden for our loved ones and want to let you know that you can help them in finalizing your affairs well in advance.
One of the things you can do in preparation is to add a Beneficiary to your accounts. Once complete, you will remain the owner of the account until you pass. After which, the funds in the account will be disbursed to the individuals you have named as Beneficiaries. To add a Beneficiary, you would need to visit a TD Bank Store and bring the name, address and, date of birth of each individual. You can find the closest location to you by visiting http://bit.ly/TDStores.
Even without a Beneficiary in place, your family can still finalize your affairs. They would need to be named the Executor or your affairs once you pass. Once a relative is named Executor, they would take the document with them to a TD Store, along with their photo ID, and finalize any remaining accounts in your name.
We hope the information is helpful. Please feel free to reach back out should you have further questions.
Brian M., Mount Laurel
September 2, 2015 10:14:29 AM
2 people recommended this