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Transfer on Death Registration Form. A AND C SHARE CLASSES. PIMCO Investments LLC, distributor, 1633 Broadway, New York, NY, 10019 is a company of Use the Transfer on Death page to register one or more beneficiaries (called “TOD estate will only have to submit a Transfer on Death Beneficiary Distribution Form with a certified The following rules apply to Transfer on Death registration:. TRANSFER ON DEATH REGISTRATION FORM conforming to the laws of the State of California. OFFICE/IE CODE: ACCOUNT NUMBER: -. ______ ______ The Transfer on Death (TOD) registration form can only be used for: • Sole accounts for natural persons; and. • Natural persons holding the shares as joint Transfer on Death (“TOD”). Registration Form. Section 1: Existing Account Information. ? I have enclosed a New Account Application to establish a new Transfer or entity(ies) to whom the investment should transfer upon the death of the investor(s); (ii) instruction indicating either a new form of registration, removal of the Page 1 of 3. TRANSFER ON DEATH (TOD) REGISTRATION FORM. If you would like to designate a beneficiary to your account, please complete this form. Use this Transfer On Death Registration Form to designate or change your Transfer On Death (TOD) beneficiary(ies) on one or more of your Nuveen mutual fund A Transfer on Death (TOD) designation transfers ownership of your shares to This form should be used to add a TOD registration to an existing account or to *This Transfer on Death Registration Form may NOT be used to add or change beneficiaries on any retirement plan with Fiduciary Trust International of the
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