Transfer on Death Addendum Sample Contracts

Transfer on Death Addendum and Application
Transfer on Death Addendum • January 26th, 2017 • Delaware

This disclosure agreement document, addendum and application (“Agreement”) is entered into by and between the undersigned Owner (“Owner” or “Owners”) and Hilltop Securities Inc., a Delaware corporation (“Hilltop Securities”) and will govern property held by Hilltop Securities and designated by Owner as a Transfer on Death Account (“TOD”). This Agreement is intended to establish a TOD for the Owner in accordance with the following terms.

Transfer on Death Addendum and Application
Transfer on Death Addendum • November 22nd, 2005 • Delaware

This disclosure agreement document and addendum (“Agreement”) is entered into by and between the undersigned Owner (“Owner” or “Owners”) and Southwest Securities, Inc., a Delaware corporation (“Southwest”) and will govern property held by Southwest and designated by Owner as a Transfer on Death Account (“TOD”). This Agreement is intended to establish a TOD for the Owner in accordance with the following terms.

Transfer on Death Addendum and Application
Transfer on Death Addendum • October 10th, 2012 • Delaware

This disclosure agreement document and addendum (“Agreement”) is entered into by and between the undersigned Owner (“Owner” or “Owners”) and Southwest Securities, Inc., a Delaware corporation (“Southwest”) and will govern property held by Southwest and designated by Owner as a Transfer on Death Account (“TOD”). This Agreement is intended to establish a TOD for the Owner in accordance with the following terms.

Transfer on Death Addendum
Transfer on Death Addendum • August 21st, 2015 • Delaware

This disclosure agreement document, addendum and application (“Agreement”) is entered into by and between the undersigned Owner (“Owner” or “Owners”) and Hilltop Securities Inc., a Delaware corporation (“Hilltop Securities”) and will govern property held by Hilltop Securities and designated by Owner as a Transfer on Death Account (“TOD”). This Agreement is intended to establish a TOD for the Owner in accordance with the following terms.