Get Assign, And Transfer To:

Filling out the Assign, And Transfer To: form online can seem daunting, but with this guide, you'll be equipped to complete it accurately and efficiently. This step-by-step overview will walk you through each section of the form to ensure you provide the necessary information for a smooth transfer.

Follow the steps to successfully complete your form.

1. Press the ‘Get Form’ button to obtain the form and open it in the editor, where you can begin entering your information.
2. In the 'Assign, And Transfer To:' section, clearly print or type the name of the individual or entity to whom you are transferring the shares. Ensure this matches the account name exactly as it is registered.
3. Enter the complete address, including city, state, phone number, and ZIP code of the new owner. This information is essential for the proper processing of the transfer.
4. Provide the Tax ID number of the new owner in the indicated field. This is necessary for tax reporting purposes and must be accurate.
5. Determine the type of shares you are transferring and complete the respective section. Indicate the number of certificated shares, dividend reinvestment shares, or DRS shares as applicable.
6. Ensure your signature is guaranteed by a financial institution that participates in a Signature Medallion Program. This adds a layer of security to the transfer.
7. Complete the Substitute W-9 Certification of Taxpayer Identification Number by providing the new owner’s Social Security or Taxpayer Identification Number and checking the relevant statements regarding backup withholding.
8. Select the appropriate account type from the provided options: Individual ownership, Joint ownership, Custodial, Trust account, or Transfer on death. Fill in any additional required details as specified.
9. Once the form is completed, review all information for accuracy. You may save your changes, download the completed form, print it out, or share it as needed.

Complete your assign and transfer process online today!