Transferring Assets
There are at least two ways to transfer assets from one person to another, including Transfer on Death (TOD) Registration, which allows you to pass the securities you own directly to another person or entity upon your death without having to go through probate, and Transfer of Ownership, which allows you to transfer or sell securities you hold in physical certificate form.
Concept at a glance
Definition and explanation
There are at least two ways to transfer assets from one person to another, including Transfer on Death (TOD) Registration, which allows you to pass the securities you own directly to another person or entity upon your death without having to go through probate, and Transfer of Ownership, which allows you to transfer or sell securities you hold in physical certificate form. [1]
Frequently asked questions
What does Transferring Assets mean in the cited reference?
There are at least two ways to transfer assets from one person to another, including Transfer on Death (TOD) Registration, which allows you to pass the securities you own directly to another person or entity upon your death without having to go through probate, and Transfer of Ownership, which allows you to transfer or sell securities you hold in physical certificate form. [1]
Sources and review dates
Reviewed 23 October 2026. Historical dates and award-time affiliations retain their original context. A review date is not an event date. Background sources are identified separately from official records.