UNIFORM SINGLE- OR MULTIPLE-PARTY ACCOUNT FORM
PARTIES [Name One Or More Parties]: ____________________ ____________________ OWNERSHIP [Select One And Initial]: _____ SINGLE-PARTY ACCOUNT _____ MULTIPLE-PARTY ACCOUNT Parties own account in proportion to net contributions unless there is clear and convincing evidence of a different intent. RIGHTS AT DEATH [Select One And Initial]: _____ SINGLE-PARTY ACCOUNT At death of party, ownership passes as part of party's estate. _____ SINGLE-PARTY ACCOUNT WITH POD (PAY ON DEATH) DESIGNATION [Name One Or More Beneficiaries]: _______________ _______________ At death of party, ownership passes to POD beneficiaries and is not part of party's estate. _____ MULTIPLE-PARTY ACCOUNT WITH RIGHT OF SURVIVORSHIP At death of party, ownership passes to surviving parties. _____ MULTIPLE-PARTY ACCOUNT WITH RIGHT OF SURVIVORSHIP AND POD (PAY ON DEATH) DESIGNATION [Name One Or More Beneficiaries]: _______________ _______________ At death of last surviving party, ownership passes to POD beneficiaries and is not part of last surviving party's estate. _____ MULTIPLE-PARTY ACCOUNT WITHOUT RIGHT OF SURVIVORSHIP At death of party, deceased party's ownership passes as part of deceased party's estate. AGENCY (POWER OF ATTORNEY) DESIGNATION [Optional] Agents may make account transactions for parties but have no ownership or rights at death unless named as POD beneficiaries. [To Add Agency Designation To Account, Name One Or More Agents]: _______________ _______________ [Select One And Initial]: _____ AGENCY DESIGNATION SURVIVES DISABILITY OR INCAPACITY OF PARTIES _____ AGENCY DESIGNATION TERMINATES ON DISABILITY OR INCAPACITY OF PARTIES
Source: L. 90: Entire article R&RE, p. 911, § 1, effective July 1.
Structure Colorado Code
Title 15 - Probate, Trusts, and Fiduciaries
Article 15 - Nonprobate Transfers on Death
Part 2 - Multiple-Person Accounts
§ 15-15-202. Limitation on Scope of Part
§ 15-15-203. Types of Account; Existing Accounts
§ 15-15-205. Designation of Agent
§ 15-15-206. Applicability of Part
§ 15-15-211. Ownership During Lifetime
§ 15-15-213. Alteration of Rights
§ 15-15-214. Accounts and Transfers Nontestamentary
§ 15-15-216. Community Property and Tenancy by the Entireties
§ 15-15-221. Authority of Financial Institution
§ 15-15-222. Payment on Multiple-Party Account
§ 15-15-223. Payment on Pod Designation