File the final income tax returns of a deceased person for current and prior years, pay any balance due and claim the refund. File Form 706 for the estates of decedents who were either.U.S. citizens or U.S. residents at the time of death. Gather your documents. Complete this form to establish or change a Transfer on Death designation for your non-retirement Columbia Threadneedle Investments account(s). A transfer on death deed (TODD) is a legal document that allows a person to transfer ownership of their property after they die. Announcements must be submitted in a "cablecast-ready" format, i.e. , on the required form with complete information regarding date, place, time, etc. Affidavit to the Comptroller of Public Accounts. Documentation Required.