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MY WIFE & I ARE SETTING UP AN ACCOUNT,AND WANT TO HAVE DESIGNEES TO OUR ACCOUNT ,AND IF SOMETHING SHOULD HAPPEN TO BOTH OF US,WANT TO DESIGNATE TWO SEPERATE SONS FROM DIFFERENT MARRIAGES AS THE TRUSTEES OF THE ACCOUNTS.THESE WOULD BE SAVINGS,STOCKS,ETC.
February 7, 2016 07:53:06 AM
In reply to bOB, centerville
Welcome to the TD Helps community, Bob. We're happy to point you in the right direction to get your account set up with beneficiaries.
We're happy to say that it is easy to add a beneficiary to your TD accounts. To add one or more than one beneficiary, just visit a TD Bank Store during lobby hours with your valid photo ID. Please make sure you have the information of the individual(s) you are adding as the beneficiary. Information such as their name, address and date of birth. You can find the closest location to you by visiting http://bit.ly/TDStores.
We hope that this information helps out. Please let us know if you have any other questions, Bob!
Kris M, Mt. Laurel
February 7, 2016 07:53:22 AM