How do I change the beneficiary(ies) on my Van Kampen TOD account?
If your TOD account is subject to Van Kampen’s TOD rules, you may change the beneficiary(ies) by mailing a letter to Van Kampen Investor Services indicating that you would like to add or change the beneficiary(ies). Be sure to list each beneficiary’s name, Social Security number, and date of birth as well as the fund and account number(s). You can also change your designated beneficiary(ies) by sending Van Kampen a completed Transfer on Death Registration Form.
Related Questions
- When the account holder dies after beginning to take Required Minimum Distributions (RMDs), must the beneficiary(ies) continue to take the distributions?
- How will the distribution be allocated if the account holder does not list amounts or percentages for the beneficiary(ies)?
- After the account holder dies, may the beneficiaries designate their own beneficiary(ies)?
