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As a U.S. citizen, you can request a TOD for both the stock account and annuity. You will request and complete a beneficiary designation form from each entity so they have it on file. This will allow the assets in each account to pass directly to the beneficiary named.
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TOD forms are governed by state laws. I will forward this question to Customer Service to have it transferred to the legal category. There is no need to respond because that will delay the transfer.
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Here is the uniform TOD act.
Here is a list of the states that have adopted it.
I do not see any requirement that you must be a resident to participate. This may be a requirement that is imposed by the private brokerage company that you are using. You may want to inquire with other brokers and see if they do not have such a requirement.
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