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What to do if you have a 401K, 403B and money in financial institutions?

Published August 4th, 2026 by Mobile Notary Now

General

  1. Call or log into the account.

  2. Request a Power of Attorney customized form or pdf.
    1. This will ensure your documents are accepted.

  3. Ask for a TOD (Transfer on Death) – (needs to be notarized)
    1. This form is a legal document that allows property owners to designate a beneficiary to receive their property automatically upon death, bypassing probate.

  4. Ask for a POD (Payment on Death) form at your bank.
      1. This form allows you to designate one or more beneficiaries to receive your bank account funds automatically upon your death, bypassing probate.

  5. Then call Mobile Notary Now and have it notarized.
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