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#2240565 - 08/03/20 08:34 PM POD Beneficiaries Separated by Or
MBTCompliance Offline
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Joined: Apr 2015
Posts: 347
If an account has POD beneficiaries named John Doe or Jane Doe, how should it be handled?

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Deposits and Payments
#2240566 - 08/03/20 08:59 PM Re: POD Beneficiaries Separated by Or MBTCompliance
rlcarey Offline
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rlcarey
Joined: Jul 2001
Posts: 83,363
Galveston, TX
Depends on State law - never seen an OR with POD designations though.
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#2240567 - 08/03/20 09:43 PM Re: POD Beneficiaries Separated by Or MBTCompliance
rlcarey Offline
10K Club
rlcarey
Joined: Jul 2001
Posts: 83,363
Galveston, TX
_________________________
The opinions expressed here should not be construed to be those of my employer: PPDocs.com

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