Iowa Code » Chapter 633D — TRANSFER ON DEATH SECURITY REGISTRATION
Iowa Code

Iowa Code § 633D.11 (2026)

Nontestamentary transfer on death

✓ current as of July 2026
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1. A transfer on death resulting from a registration in beneficiary form shall be effective by reason of the contract regarding the registration between the owner and the registering entity under the provisions of this chapter, and is not testamentary. 2. The provisions of this chapter do not limit the rights of creditors or security owners against beneficiaries and other transferees under other laws of this state. 97 Acts, ch 178, §27\n\nTue Dec 09 21:58:36 2025 Iowa Code 2026, Chapter 633D (21, 0) 5 TRANSFER ON DEATH SECURITY REGISTRATION, §633D.12\n\n CS97, §633.810 2005 Acts, ch 38, §52, 53 CS2005, §633D.11

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Notes of Decisions
Cited in 6 cases, 2012–2018 · leading case: In the Matter of the Est. of Karen J. Myers, Rex A. Picken, 825 N.W.2d 1 (Iowa 2012).
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In the Matter of the Est. of Karen J. Myers, Rex A. Picken, 825 N.W.2d 1 (Iowa 2012). · cites it 2× “”); see also Iowa Code § 633D.11(1) (2009) (“A transfer on death resulting from a registration in beneficiary form shall be effective by reason of the contract regarding the registration between the owner and the registering entity under the provisions of this chapter, and is…”
Beverly Gardiner Nance v. Iowa Dep't of Revenue, 908 N.W.2d 261 (Iowa 2018). · cites it 2× “§ 633D.11(1) (“A transfer on death resulting from a registration in beneficiary form shall be effective by reason of the contract regarding the registration between the owner and the registering entity under the provisions of this chapter, and is not testamentary.”
In the Matter of the Est. of Joseph C. Gantner III, Rachel Gantner, 893 N.W.2d 896 (Iowa 2017). “§ 633D.11(1). The obvious intent of chapter 633D is to allow the transfer of certain statutorily defined securities from owner to beneficiary outside of the probate process.”
Beverly Gardiner Nance v. Iowa Dep't of Revenue (Iowa Ct. App. 2017). · cites it 5× “The estate reasoned the account assets that ultimately passed to the grandchildren by virtue of the FSA were exempt from the 1 Iowa Code section 633D.11 (2017) (transferred from section 633.”
Beverly Gardiner Nance v. Iowa Dep't of Revenue (Iowa 2018). · cites it 5× “The estate filed an amended inheritance tax return with the Department and requested a $10,034 refund to reflect the revised distribution of the account assets. The estate reasoned the account assets that ultimately passed to the grandchildren by virtue of the FSA were exempt…”
Amended July 7, 2017 in the Matter of the Est. of Joseph C. Gantner III, Rachel Gantner (Iowa 2017). “§ 633D.11(1). The obvious intent of chapter 633D is to allow the transfer of certain statutorily defined securities from owner to beneficiary outside of the probate process.”
— Iowa Code § 633D.11(1) — 6 cases
In the Matter of the Est. of Karen J. Myers, Rex A. Picken, 825 N.W.2d 1 (Iowa 2012). “”); see also Iowa Code § 633D.11(1) (2009) (“A transfer on death resulting from a registration in beneficiary form shall be effective by reason of the contract regarding the registration between the owner and the registering entity under the provisions of this chapter, and is…”
Beverly Gardiner Nance v. Iowa Dep't of Revenue, 908 N.W.2d 261 (Iowa 2018). “§ 633D.11(1) (“A transfer on death resulting from a registration in beneficiary form shall be effective by reason of the contract regarding the registration between the owner and the registering entity under the provisions of this chapter, and is not testamentary.”
In the Matter of the Est. of Joseph C. Gantner III, Rachel Gantner, 893 N.W.2d 896 (Iowa 2017). “§ 633D.11(1). The obvious intent of chapter 633D is to allow the transfer of certain statutorily defined securities from owner to beneficiary outside of the probate process.”
Beverly Gardiner Nance v. Iowa Dep't of Revenue (Iowa Ct. App. 2017). “The estate reasoned the account assets that ultimately passed to the grandchildren by virtue of the FSA were exempt from the 1 Iowa Code section 633D.11 (2017) (transferred from section 633.”
Amended July 7, 2017 in the Matter of the Est. of Joseph C. Gantner III, Rachel Gantner (Iowa 2017). “§ 633D.11(1). The obvious intent of chapter 633D is to allow the transfer of certain statutorily defined securities from owner to beneficiary outside of the probate process.”
— Iowa Code § 633D.11(2) — 2 cases
Beverly Gardiner Nance v. Iowa Dep't of Revenue (Iowa Ct. App. 2017). “The estate reasoned the account assets that ultimately passed to the grandchildren by virtue of the FSA were exempt from the 1 Iowa Code section 633D.11 (2017) (transferred from section 633.”
Beverly Gardiner Nance v. Iowa Dep't of Revenue (Iowa 2018). “The estate filed an amended inheritance tax return with the Department and requested a $10,034 refund to reflect the revised distribution of the account assets. The estate reasoned the account assets that ultimately passed to the grandchildren by virtue of the FSA were exempt…”
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