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Series 7: Opens & Maintains Customer Accounts
Series 7 practice questioneasyAccount Registration 4

Which statement best describes transfer on death registration registration?

  1. Athe named beneficiary receives the assets outside probate at the owner’s death✓ Correct answer
  2. Bthe beneficiary has trading authority immediately
  3. Cthe owner loses control of the account
  4. Dthe account becomes a margin account automatically
Explanation

Why Athe named beneficiary receives the assets outside probate at the owner’s death

Different forms of account registration determine ownership rights during life and at death. A representative must understand how transfer on death registration affects control, transfer, and estate treatment before opening the account.

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