Primary Account Owner. The first person listed on the account/sub account 5) Joint Owner – Additional owner(s) listed on the account/sub account and designated as Joint Owner(s)
Primary Account Owner. Are you married, residing in a community property or marital property state, including: AZ, CA, ID, LA, NV, NM, TX, WA, WI, and your spouse is not a joint tenant/owner on this account? Yes No If you have checked “Yes”, your spouse must sign this form. If you have checked “NO”, please skip to Step 6. By signing below, I (spouse of the Account Owner) hereby consent to any designation of Beneficiary(ies) made above and I waive any community and marital property rights to the assets in this account after the death of the Account Owner and/or Joint Tenant(s). Spouse Printed Name Date — — Signature X Additional Account Owner Are you married, residing in a community property or marital property state, including: AZ, CA, ID, LA, NV, NM, TX, WA, WI, and your spouse is not a joint tenant/owner on this account? Yes No If you have checked “Yes”, your spouse must sign this form. If you have checked “NO”, please skip to Step 6. By signing below, I (spouse of the Account Owner) hereby consent to any designation of Beneficiary(ies) made above and I waive any community and marital property rights to the assets in this account after the death of the Account Owner and/or Joint Tenant(s). Spouse Printed Name Date — — Signature X
Primary Account Owner. Are you married, residing in a community property or marital property state, including: AZ, CA, ID, LA, NV, NM, TX, WA, WI, and your spouse is not a joint tenant/owner on this account? ☐ Yes – Your spouse must sign below in the space below, “Spousal Consent” ☐ No – Proceed to “Signatures” Spousal Consent By signing below, I (spouse of the Account Owner) hereby consent to any designation of Beneficiary(ies) made above and I waive any community and marital property rights to the assets in this account after the death of the Account Owner and/or Joint Tenant(s). Spouse Name Social Security Number Spouse Signature Date Joint Account Owner Are you married, residing in a community property or marital property state, including: AZ, CA, ID, LA, NV, NM, TX, WA, WI, and your spouse is not a joint tenant/owner on this account? ☐ Yes – Your spouse must sign below in the space provided, “Spousal Consent” ☐ No – Proceed to “Signatures” Spousal Consent By signing below, I (spouse of the Account Owner) hereby consent to any designation of Beneficiary(ies) made above and I waive any community and marital property rights to the assets in this account after the death of the Account Owner and/or Joint Tenant(s). Spouse Name Social Security Number Spouse Signature Date SIGNATURES By signing below, I agree to the terms set forth in this Transfer on Death Account Agreement, including the pre-dispute arbitration clause located in the “Authorization and Agreement” section of this agreement. ACCOUNT OWNER Name Social Security Number Signature Date JOINT TENANT Name Social Security Number
Primary Account Owner. The first person listed on the account/sub account, also referred to as the Member
