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Get Etrade Stock Plan Transfer Request Form 2020-2025
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How to fill out the Etrade Stock Plan Transfer Request Form online
The Etrade Stock Plan Transfer Request Form allows users to request the transfer of shares from their Employee Stock Plan Account. This guide will provide clear and supportive instructions on how to complete the form online accurately and efficiently.
Follow the steps to fill out the Etrade stock plan transfer request form online.
- Click ‘Get Form’ button to access the Etrade Stock Plan Transfer Request Form in the online editor.
- Begin by filling out Section 1: Account Holder Information. Provide the primary account holder's name and account title. If applicable, also include the name and account title of the co-account holder.
- Proceed to Section 2: Transfer Instructions. Choose one of the two options provided. If you are transferring stock to a U.S. brokerage firm, fill in the receiving firm's name, DTC number, account title, and account number. If transferring to an international brokerage firm, complete the same fields and also include the receiving firm’s email address and optional phone number.
- In Section 3: Share Information, choose between two options again. If transferring Employee Stock Plan shares, fill out details including the stock plan shares type, symbol, and number of shares. For retail shares, provide the necessary details including the stock symbol, cost basis, and specific number of shares.
- Complete the account holder signatures section. Both the primary account holder and co-account holder must sign and print their names along with the date. Ensure all required fields are accurately filled to avoid any delays in processing.
- Once all sections are filled out completely, save the changes, download the completed form, or print it for submission. Make sure to include a cover sheet if sending by fax.
Submit your Etrade Stock Plan Transfer Request Form online today to ensure a smooth transfer process.
To send documents to Etrade, you can use their secure online portal or fax them directly. Ensure that the documents are complete and formatted properly for the best results. If you’re working on particular forms like the Etrade Stock Plan Transfer Request Form, ensure they are accurately filled out and submitted on time to avoid any delays in processing.
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