Form Tod002 PDF Details

In order to complete your tax return, you will need to know what form to use. The Form Tod002 is the Business Tax Return for a Limited Liability Company. This form is used by businesses that are classified as LLCs. There are specific instructions that must be followed in order to complete this form correctly. Make sure to consult with a tax professional if you have any questions about how to fill out this form. By following the instructions carefully, you can ensure that your business tax return is filed accurately and on time.

Form NameForm Tod002
Form Length1 pages
Fillable fields0
Avg. time to fill out15 sec
Other namestransfer on death deed form virginia, TOD002, 13-digits, foregoing

Form Preview Example

Certification of Entitlement to TOD Account

Administrative Data Management Corp. PO Box 7837, Edison, NJ 08818-7837

Re: First Investors Account #


Owner's Name (print)

Beneficiary's Name (print)



I hereby certify:

(1)I am the Beneficiary (or duly authorized representative of the Beneficiary) named in the above account. My name, social security number, date of birth and address are:

Beneficiary's Name (or duly authorized representative of the Beneficiary) (print)

Social Security Number

Date of Birth






Street Address



Zip Code

(2) I make this Certification to induce ADM to transfer/liquidate the above-captioned account in accordance with my instructions.


The Account Owner died on


, as shown by the attached certified death certificate.










Date of Death



At the Account Owner's death, Account Owner was a resident of:

, which (select one):







(a) requires inheritance tax waivers, which are attached; or

(b) requires affidavit of domicile, which is attached.

(5)I know of no disputes or claims to the account which would affect the transfer/liquidation I have requested.

(6)Subject to the foregoing representations, I hereby instruct ADM to transfer/liquidate the above-referenced account as follows (select one):

(a) transfer the shares into a new customer account (Master Account Application is attached); or

(b) transfer the shares into an existing customer account #


(c) liquidate account and mail proceeds to the Beneficiary's name and address listed in Section 1 above.

I authorize First Investors to act in accordance with the above instructions. I understand that if shares are transferred, they will be transferred in the same fund as they are currently invested. I indemnify and hold harmless First Investors Corporation and its affiliates, as well as its and their directors, officers, employees, agents, managers and representatives from and against any and all damages, claims, or causes of actions arising out of or in any way connected with this transaction.

TAXPAYER CERTIFICATION. The Internal Revenue Service ("IRS") does not require your consent to any provision of this document other than the certification required to avoid backup withholding. Under penalty of perjury, I certify that (1) the number shown on this application is my correct taxpayer identification number (or I am awaiting a number to be issued to me) and (2) I am not subject to backup withholding because (A) I am exempt from backup withholding, or (B) I have not been notified by the IRS that I am subject to backup withholding, or (C) the IRS has notified me that I am no longer subject to backup withholding, and (3) I am a U.S. citizen or other U.S. person. You must strike out (2) above if you are subject to backup withholding.

Affix Medallion Signature Guarantee Here, If Required: Stamps qualified for a specific date and/or individual or altered in any manner, may not be accepted.


Signature of Beneficiary (or duly Authorized Rep of Beneficiary)


SG denotes a signature guarantee is required.


Reg. Rep #


Office #


Registered Representative's Name (print)



Registered Representative's Signature









Principal's #


Principal's Name (print)



Principal's Signature


TOD002 Rev. 03/30/12

How to Edit Form Tod002 Online for Free

sample transfer on death deed virginia can be filled out in no time. Just try FormsPal PDF tool to accomplish the job in a timely fashion. To make our editor better and more convenient to utilize, we constantly develop new features, with our users' feedback in mind. With a few easy steps, you'll be able to begin your PDF journey:

Step 1: Hit the "Get Form" button above. It will open our pdf editor so that you can begin filling in your form.

Step 2: The editor will allow you to customize PDF forms in various ways. Modify it by including your own text, correct original content, and include a signature - all possible in no time!

This PDF form will require specific info to be filled in, hence you should take the time to type in exactly what is required:

1. It is very important fill out the sample transfer on death deed virginia properly, thus be mindful while filling out the sections including these particular fields:

Tips on how to prepare transfer on death deed form portion 1

2. Once your current task is complete, take the next step – fill out all of these fields - I CERTIFY THAT ALL SIGNATURES THAT, Reg Rep, Office, Registered Representatives Name, Registered Representatives, Principals, Principals Name print, Principals Signature, Date, Date, and TOD Rev with their corresponding information. Make sure to double check that everything has been entered correctly before continuing!

Filling out segment 2 of transfer on death deed form

Always be very mindful when completing Registered Representatives Name and Date, because this is the part in which many people make errors.

Step 3: Check that your details are correct and then just click "Done" to progress further. Acquire the sample transfer on death deed virginia the instant you sign up for a 7-day free trial. Immediately get access to the document inside your personal account page, with any modifications and changes being all synced! We don't share the information you enter whenever completing forms at our website.