Skip to content

Can a Joint Account Have a POD?

Can a joint account have a POD?

by Randy Carey:

It will all depend on State law, but in most States there would be no prohibition. On a joint account with the right of survivorship, the money would pass to the joint account holder in the event of the death of one of them and would only pass to the POD if both joint account holders were deceased.


by Ken Golliher:

...and on a joint account without a right of survivorship, it would make no sense.

First published on 03/12/2017

Filed under: 
Filed under operations as: 

Banker Store View All

From training, policies, forms, and publications, to office products and occasional gifts, it’s available here:

Banker Store

hot right now

image description

Looking for effective, convenient training on a particular subject?

BOL Learning Connect offers more than 200 courses ON-DEMAND or on CD ROM from AML to Reg Z and every topic in between.

Search Topics