It is preferable that you change the title ownership on accounts currently held with right of survivorship by signing new account agreements. But, as an alternative, you may want to consider sending to each applicable financial institution the sample form letter below. Delivery of this notice will terminate most survivorship and POD arrangements. If you choose to do so, you should obtain some sort of written receipt (for example, a receipt signed by a financial institution representative, or a certified mail return receipt) so you can prove delivery. Note: The notice will not work for accounts registered in your name as "trustee" for one or more named individuals; to revise those accounts you must sign new account agreements.

Click here to view the letter template.