Publication Date: February 2025
Form - Putnam Transfer on death (TOD) registration
Establish a transfer on death (TOD) registration and to designate beneficiaries for the transfer of an account upon the death of an individual and/or joint owner(s); also used to change beneficiaries on an existing TOD registration. (FM517)
Client Use:
Yes
Literature Code:
TODR-FORM
Format
PDF
Mandatory Literature
These mandatory items will be included in the shipment of this order.
Putnam #9 Business Reply Envelope PO BOX 219697 Kansas City
Business reply envelope addressed to PO Box 219697 Kansas City.