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Get Stock Power Form.pdf - Westar Energy
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How to fill out the Stock Power Form.pdf - Westar Energy online
Filling out the Stock Power Form for Westar Energy can seem daunting, but this guide will walk you through each section and field in a straightforward manner. By following these steps, you will ensure that your form is completed accurately and ready for submission.
Follow the steps to fill out the Stock Power Form with ease.
- Press the ‘Get Form’ button to access the Stock Power Form and open it in your preferred editing program.
- In the first section, provide your name as the current owner, along with your account number, tax ID (SSN), and daytime phone number. If applicable, specify the certificate number(s) or indicate if the shares are in book-entry form.
- Select the type of transfer by marking one of the provided options: Gift, Inheritance, Re-registration, or Private Sale. Fill in the requested details based on your selection, such as the date of the gift or sale, cost basis, and fair market values.
- Complete the section addressed 'TO' by selecting and filling out one of the specified account types: Individual, Estate, Custodial, Trust, Transfer on Death, or Charitable Organization. Ensure to specify details such as names, social security numbers, and tax ID numbers as applicable.
- Provide the mailing address where future correspondence will be sent, including dividend checks and account statements.
- In the signature section, sign the form in accordance with how your account is registered. If applicable, the joint owner's signature should also be added.
- If you are not the current owner, select the appropriate capacity, sign, and provide a valid phone number. Ensure to check one of the listed capacities such as Administrator or Guardian.
- A signature medallion guarantee is required. Make sure your signatures are guaranteed by a financial institution that participates in an approved signature medallion guarantee program.
- Once all sections are complete, attach any necessary certificates, if applicable, and submit the form. You can choose to save the changes, download, print, or share the form as needed.
Complete the Stock Power Form online today to efficiently manage your Westar Energy stock transfer.
When filling in a stock transfer form, list the name and address of the current owner, along with the recipient's details and the number of shares to be transferred. Don’t forget to date the form and provide any necessary certificate numbers. For additional support, the Stock Power Form.pdf - Westar Energy offers a user-friendly format to make this process easier.
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