Difference between revisions of "Investment Payable on Death"
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(Created page with "=='''<span style="color:blue;">We have just been notified that an investor has passed away. One of their investments was payable on death to their church. How do we process that?...") |
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The easiest way to process an investment that is payable on death (POD) to a church (or other individual) is to re-register the investment in the account of the person to whom it is payable. Once you have re-registered the investment, you can then redeem it. | The easiest way to process an investment that is payable on death (POD) to a church (or other individual) is to re-register the investment in the account of the person to whom it is payable. Once you have re-registered the investment, you can then redeem it. | ||
| − | For information on how to re-register an investment, please reference this page: | + | For information on how to re-register an investment, please reference this page: [[Reregister Investment]] |
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| + | For information on how to redeem an investment, please reference this page: | ||
Revision as of 17:58, 4 November 2011
We have just been notified that an investor has passed away. One of their investments was payable on death to their church. How do we process that?
The easiest way to process an investment that is payable on death (POD) to a church (or other individual) is to re-register the investment in the account of the person to whom it is payable. Once you have re-registered the investment, you can then redeem it.
For information on how to re-register an investment, please reference this page: Reregister Investment
For information on how to redeem an investment, please reference this page:
