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I just opened 2 CD's and want to name a Benificiary POD for each cd
Marlene, King of Prussia, PA
February 5, 2018 01:03:36 PM
Planning for Retirement
In reply to Marlene, King of Prussia, PA
Welcome to TD Helps, Marlene!
You're able to add beneficiaries to a TD account during lobby hours at any TD Store.
An account at TD is able to have multiple beneficiaries added to an account. Additionally, beneficiaries do not need to be present during the account opening process. However, the primary account holder will need to provide the beneficiary's full name along with Social Security Number and date of birth. Your will also need to bring your Social Security Number and a valid Photo I.D. such as a Driver's license, State ID, or Passport.
We also recommend reaching out to the TD Store prior to your trip to determine if any additional information is required. You're able to visit here http://go.td.com/1f9DSJR for TD Bank Store locations and hours.
We'll see you at a Store soon, Marlene! Talk to you then!
Megan K, Mount Laurel
February 5, 2018 01:04:18 PM