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Get Proctor Gamble Stock Transfers Form
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How to fill out the Procter Gamble Stock Transfers Form online
The Procter Gamble Stock Transfers Form is essential for transferring shares within the company. This guide offers clear, step-by-step instructions to help users complete the form efficiently and accurately.
Follow the steps to successfully complete the Procter Gamble Stock Transfers Form online.
- Click ‘Get Form’ button to obtain the form and open it in your preferred editor.
- Begin by filling out your information. Provide your name as currently registered on your shareholder account, along with your mailing address, city, state, and country. Ensure that you also include your Shareholder Account or Taxpayer ID number.
- Indicate the number of shares you wish to transfer by specifying 'Certificate Shares' and 'DRS Shares'. If you are transferring all shares, check the box to indicate this will close your account.
- Sign the form as it appears on your account in the designated area. This signature must be guaranteed by a Medallion Signature Guarantor. Ensure that you have an approved signature medallion guarantee program.
- If applicable, provide the signature of a joint owner, ensuring their date of signature is noted. If the transfer is due to circumstances involving a deceased shareholder, ensure to include the necessary inheritance tax waiver or Affidavit of Domicile.
- Complete the recipient information section by selecting the type of account for the recipient. Fill in the recipient’s details including full name, mailing address, and social security/taxpayer ID number.
- Select the method for safekeeping shares after the transfer. Choose between SIP (Reinvest Dividends) or DRS (Cash Dividends Only), and specify whether the stock certificate should be issued to the recipient or returned to you.
- Review the form for completeness and accuracy. Once satisfied, you can save your changes, download, print, or share the completed form as needed.
Start filling out your Procter Gamble Stock Transfers Form online today to ensure a smooth transfer process.
To transfer securities to another person, you need to complete a Proctor Gamble Stock Transfers Form, providing the necessary details of both the current and new owners. Ensure that the form is signed by the current owner and include any required documentation. Once submitted to the transfer agent, they will facilitate the transfer and update the ownership records.
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