Designation of Payable on Death (POD) Beneficiary Form - Capital One Bank

Sep 19, 2026

Designation of Payable on Death (POD) beneficiary form for Capital One Bank accounts, used to designate or change beneficiaries. The form explains eligibility rules: account holder must be at least 18, up to 10 beneficiaries per account, and beneficiaries must be individuals (not trusts). It revokes prior POD designations and clarifies how designations apply across listed accounts. Includes instructions for New York State, beneficiary details, signature and notarization sections, and submission via fax or mail.

LanguageEnglish

CategoryForms

FormatPDF

Pages4

Reading Time2 min

AccessFree to download

Beneficiary designation overview

Account eligibility and beneficiary limits

New York State instruction

POD beneficiary information (page 2)

Signature and notarization

Fax or mail submission

Designation of Payable on Death (POD) beneficiary form Please use this form or sign in to your Capital One Bank account online to designate or change the beneficiary(ies) for the account(s) indicated below. Before you begin, please know that… • The account holder authorizing the changes must be at least 18 years old. • A maximum of 10 beneficiaries may be added to each of your accounts. • Beneficiaries must be individuals and cannot be Trusts. This form will revoke all prior death beneficiary designations made by you for the account(s) listed below. Please be sure to list all beneficiaries, including existing beneficiaries currently designated on your account(s) . Beneficiary designations on the POD will apply to all listed accounts. If you don’t want this to apply to all accounts listed, a different POD must be submitted for each beneficiary election. New York State Only: Check this box to remove all beneficiaries from the accounts listed below. (If checked, do not list any beneficiaries on page 2) | Accounts for POD beneficiary designations
Account holder’s full name
Full account number
Full account number
Full account number
Full account number
Full account number | Print this page again if you need to list more than 10 accounts.
Full account number
Full account number
Full account number
Full account number
Full account number | | --- | --- | Products and services are offered by Capital One, N.A., Member FDIC.©2023 Capital One. All Rights Reserved. Page 1 of 3 revised 06/12/23 Beneficiary information | POD beneficiary information All information for each Beneficiary must be completed in full.
Beneficiary Full name Date of birth Tax ID (SSN or ITIN) Full address (Street, City, State, ZIP) — US States & Territories only Beneficiary Full name Date of birth Tax ID (SSN or ITIN) Full address (Street, City, State, ZIP) — US States & Territories only Beneficiary Full name Date of birth Tax ID (SSN or ITIN) Full address (Street, City, State, ZIP) — US States & Territories only Beneficiary Full name Date of birth Tax ID (SSN or ITIN) Full address (Street, City, State, ZIP) — US States & Territories only | | | | --- | --- | --- | | Beneficiary | Full name Date of birth | Tax ID (SSN or ITIN) | | Full address (Street, City, State, ZIP)—US States & Territories only | | | Print this page again if you need to add more Beneficiaries. Products and services are offered by Capital One, N.A., Member FDIC.©2023 Capital One. All Rights Reserved. Page 2 of 3 revised 06/12/23 Signature & notarization Please review the following and acknowledge by signing below: Upon the death of all owners, the account(s) will only be paid to the Beneficiaries designated on this form. If multiple Beneficiaries are designated, funds will be divided equally between all Beneficiaries. If you are married and live in a community property state and your spouse is not named as your sole primary Beneficiary, you should consult your legal advisor about how your state’s community property law may affect the validity of your Beneficiary(ies) designation. You should consult your legal or tax advisor to determine whether a POD designation is appropriate for your specific situation. By accepting a Beneficiary designation of record, Capital One will not assume and will have no responsibility or liability with respect to the legal or tax consequences of the designation, including but not limited to the impact on the designation of community property or laws governing inheritance of property. Account holder’s full name (please print) Account holder’s signature To be completed by Notary: *Please complete all fields in notary section Notaries: Please attach additional documentation as necessary to meet state notarization requirements. Commonwealth / State City / County The foregoing instrument was SWORN TO AND SUBSCRIBED before me on this, the day of , (Day) (Month) (Year) by (Fir

FAQs

What does the POD beneficiary form change for a Capital One account?

It designates or updates the beneficiaries for the listed accounts upon the death of all owners. It revokes all prior death beneficiary designations for those accounts.

Are there limits on how many beneficiaries can be added?

Yes. A maximum of 10 beneficiaries may be added to each account. Beneficiary information must be completed in full.

Who must sign the form and how is it completed for notarization?

The account holder must provide their full name and signature. The notary section must be completed with required notary details, including verification information and registration/commission data.

Sep 19, 2026

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