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My husband and I have one Td bank checking account that is not in our trust. we were told to put a transfer on death on it in case we both pass away. How do I do this? I have ALS and have no voice so a written form would be useful
October 5, 2016 09:53:18 AM
In reply to Patrica, Franklin
Thank you for joining us here at TD Helps, Patrica. You came to the right place for information.
You may add one or more Payable on Death Beneficiary to your account at your nearest TD Bank location during lobby hours. Both account signers must sign a maintenance form before the beneficiary can be added to your account. Please have the name, address and date of birth available for each beneficiary to be added.
Please note that Payable On Death accounts are not recognized in Pennsylvania.
Customer Service Team, Mount Laurel
October 5, 2016 09:54:04 AM