Who must sign the Transfer on Death Registration Form to make a revision? If the account is jointly owned, each owner must sign the revised form. When does this benefit go into effect? For new and existing accounts, this benefit goes into effect once we receive your application ...
such changes are easy to implement on TOD or POD accounts. All you need to do is complete new paperwork with the financial institution. There’s no appointment with an attorney or time involved other than completing a form.