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This registration option is solely available to US-based Individual accounts, Joint accounts that are Tenants with Rights of Survivorship or Tenants by Entirety, and Individual IRA Account Users with a single account or multiple linked accounts.\u003C\u002Fp>\u003Cp>To elect this option, eligible account holders will need to do the following:\u003C\u002Fp>\u003Col start=\"1\">\u003Cli>Log in to Portal and select the User Menu (head and shoulders icon in the top right corner) > Settings > Account Settings > Select \"Account Inheritance\".\u003C\u002Fli>\u003Cli>You will need to specify your Primary Beneficiaries (from 1 to 6 whose percentage of ownership must total 100%)\u003C\u002Fli>\u003Cli>You may elect to specify your Contingent Beneficiaries (from 1 to 6 whose percentage of ownership must total 100%). If you do not elect any Contingent Beneficiaries you will need to specify how you wish the interests of any Primary Beneficiaries that predecease you shall be treated (either pass back to the account holder's estate or pass to the remaining Primary Beneficiaries).\u003C\u002Fli>\u003Cli>In the event any Primary or Contingent Beneficiary is a minor you will be required to designate an authorizer signer.\u003C\u002Fli>\u003Cli>You will then be provided with a link to a pre-populated Transfer on Death Agreement which requires formal signature and notarization. Instructions are also provided for submitting the form to our New Accounts department. If the account holder is married and living in a community property state, spousal consent is required if the spouse is not named as the primary beneficiary (it is the responsibility of the account holder to make this determination).\u003C\u002Fli>\u003Cli>Once the agreement has been returned and reviewed for approval, the registration will be complete and the account title amended (e.g. Jane Doe, TOD). Statements will also reflect this new account title.\u003C\u002Fli>\u003Cli>Account holders may remove the TOD request prior to approval or revoke once approved (both via online option). A new agreement will need to be completed, signed and returned prior to the revocation becoming effective. In order for a revocation request to be effective, it must be received and approved by us prior to the account holder's death.\u003C\u002Fli>\u003Cli>In the event of the death of the account holder, the beneficiary will need to complete and remit a certified copy of the death certificate, a copy of their ID (license or passport), and a Non-Probated Estate Action Form. To report the death of a US account holder or to obtain forms or instructions, beneficiaries of TOD accounts should email \u003Ca href=\"mailto:estateprocessing@interactivebrokers.com\">estateprocessing@interactivebrokers.com\u003C\u002Fa>.\u003C\u002Fli>\u003C\u002Fol>",[1206,1212],{"id":297,"title":298,"feedback_context":1207},{"request_context":1208,"type":1209,"id":297,"faq_id":297,"timestamp":1210,"cir_id":1211},"faq-browser-public,faq-browser-1:JFaqHTTP6-904e813d-6b72-4296-8900-bf46f6a038b0","FAQ_NAVIGATION",1794529560746,"d0da74e5-5b40-4660-bc93-34cdeba75350",{"id":315,"title":316,"feedback_context":1213},{"request_context":1208,"type":1209,"id":315,"faq_id":315,"timestamp":1210,"cir_id":1211},"\u003Cp>Transfer on Death is a form of account registration which allows individuals to pass the assets in their account with us directly to another person or entity upon their death without having to go through probate. This registration option is solely available to US-based Individual accounts, Joint accounts that are Tenants with Rights of Survivorship or Tenants by Entirety, and Individual IRA Account Users with a single account or multiple linked accounts…\u003C\u002Fp>",[1216,1229,1237,1245],{"id":1217,"title":1218,"feedback_context":1219,"short_description":1222,"source":1223,"slug":1228},"28221085","How can I designate a beneficiary on my account?",{"request_context":1208,"type":1220,"id":1217,"faq_id":1217,"timestamp":1221,"cir_id":1211},"FAQ_SIMILAR",1794529560773,"\u003Cp>\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=ACCOUNT_SETTINGS&config=AccountBeneficiary\">DESIGNATE ACCOUNT BENEFICIARY\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>Only US-based Individual accounts, Joint accounts that are Tenants with Rights of Survivorship or Tenants by Entirety, and Individual IRA Account Users with a single account or multiple linked accounts can access the Account Inheritance page. From the Account Inheritance page which US-based Individual accounts and Joint accounts that are Tenants with Rights of Survivorship or Tenants by Entirety can set up a Transfer on Death and Individual IRA Accounts can add beneficiaries. Joint Accounts (except Tenants with Rights of Survivorship or Tenants by Entirety) and Trust Accounts cannot access this page. Accounts not eligible to designate a beneficiary can consider adding a Trusted Contact Person, please see:…\u003C\u002Fp>",{"id":1224,"title":1225,"link":1226,"sourceType":1227},"faq","IBKR FAQs","https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=28221085","FAQ","designate-beneficiary-account-28221085",{"id":1230,"title":1231,"feedback_context":1232,"short_description":1233,"source":1234,"slug":1236},"34494324","How can I add another person to my individual account?",{"request_context":1208,"type":1220,"id":1230,"faq_id":1230,"timestamp":1221,"cir_id":1211},"\u003Cp>The ability to add another person to your individual account depends upon their intended capacity or role. \u003C\u002Fp>\u003Ch4>The four most common roles are as follows:…\u003C\u002Fh4>",{"id":1224,"title":1225,"link":1235,"sourceType":1227},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=34494324","add-another-person-individual-account-34494324",{"id":1238,"title":1239,"feedback_context":1240,"short_description":1241,"source":1242,"slug":1244},"200724508","Can I leave my account to my beneficiaries?",{"request_context":1208,"type":1220,"id":1238,"faq_id":1238,"timestamp":1221,"cir_id":1211},"\u003Cp>\u003Cstrong>Available to US residents only.\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>If you are a US resident, you can pass the assets in your account directly to another person or entity, allowing them to inherit and bypass probate. You can allot a percentage (equaling 100%) of these assets to anywhere from one to six primary\u002Fcontingent beneficiaries. …\u003C\u002Fp>",{"id":1224,"title":1225,"link":1243,"sourceType":1227},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=200724508","leave-account-beneficiaries-200724508",{"id":1246,"title":1247,"feedback_context":1248,"short_description":1249,"source":1250,"slug":1252},"29953916","What's the difference between POD and TOD accounts?",{"request_context":1208,"type":1220,"id":1246,"faq_id":1246,"timestamp":1221,"cir_id":1211},"\u003Cp>Both “Payment on Death” (POD) and “Transfer on Death” (TOD) are account types which allow the owner to pass assets directly to specific individuals upon their death, outside of probate.  POD is generally used to describe bank accounts having this feature and TOD, brokerage accounts.  As IBKR is registered as a securities broker, only TOD accounts are offered. See…\u003C\u002Fp>",{"id":1224,"title":1225,"link":1251,"sourceType":1227},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=29953916","whats-difference-between-pod-tod-29953916",{"request_context":1208,"type":1254,"id":1202,"faq_id":1202,"timestamp":1210,"cir_id":1211},"FAQ_CONTENT","transfer-death-1146101285"]