Get Atel Non-qualified Transfer Form 2 3

This guide provides a clear and supportive overview on how to fill out the ATEL Non-qualified Transfer Form 2 3 online. By following these step-by-step instructions, users will be able to successfully complete the form and ensure that all necessary information is provided.

Follow the steps to complete the ATEL Non-qualified Transfer Form 2 3 online

1. Click the ‘Get Form’ button to obtain the form and open it in your preferred online editor.
2. Begin filling out the transferor’s information. Include your full name, title, address, city, state, zip code, social security or tax ID number, and telephone number.
3. Indicate the number of shares to be transferred by either checking 'ALL' or writing the specific number of shares.
4. Select the reason for the transfer by checking one of the options provided, such as re-registration, sale, death, gift, or other, and specify if needed.
5. Complete the transferee's information, including their title, address, city, state, zip code, social security or tax ID number, telephone number, and citizenship status.
6. Provide financial advisor information, if applicable, by filling in the advisor’s name, office address, phone number, email address, and broker dealer information.
7. Choose the distribution options for dividends, including whether to receive distributions by check or direct deposit. If you select direct deposit, attach a voided check.
8. Ensure all signatures are collected. Both transferor(s) and transferee(s) must sign and date the form, with signatures guaranteed by a member of an approved Medallion Signature Guarantee Program.
9. Review the checklist included in the form to confirm that all required documents and payment have been provided. Include any supporting documents as necessary.
10. Save the completed form, and prepare to download, print, or share it as needed for submission.

Complete your ATEL Non-qualified Transfer Form 2 3 online today to ensure a swift transfer process.