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title: Transfer on Death (TOD)
description: Goldman Sachs
---

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# Transfer on Death (TOD)

## Goldman Sachs

- Used to update beneficiaries on existing individual or joint accounts.
- Beneficiary name, date of birth/creation date, relationship to owner, and share percentage are required.
- Share percentages can be designated up to two decimal places and must total exactly 100%.
- If any beneficiary is a minor, please designate a custodian. Custodian name and date of birth are required.
- If any beneficiary is a trust, please use the trust section in the applicable portion of the form. Trustee name and date of birth are required.
- Requires client signature(s). LPOA does not apply.

Click [here](https://resources.freedomadvisors.com/hubfs/Forms/Taxable%20Acct%20Beneficiary%20Designation%20Form-Transfer%20on%20Death.pdf?hsLang=en) to view the form.

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