Get Direct Registration System Request- Outgoing - Scottrade

Filling out the Direct Registration System Request - Outgoing - Scottrade form is a crucial step for transferring your securities efficiently. This guide provides clear, step-by-step instructions to help you complete the form accurately and confidently.

Follow the steps to complete the Direct Registration System Request form effectively.

1. Click ‘Get Form’ button to obtain the form and open it for editing.
2. Provide your Scottrade account holder information. Fill in the account title, account number, and the social security or tax ID number associated with your account.
3. If applicable, enter the joint account holder’s social security or tax ID number for any joint accounts.
4. In the security information section, specify the shares to be transferred by including the security name, symbol, and CUSIP number.
5. Complete the ‘To be re-registered to’ section if the shares are being registered under a different name. Input the new account holder’s name, social security or tax ID number, and date of birth.
6. Enter the address for the new registrant and select the reason for the request from the provided options.
7. Indicate your relationship to the new registrant and, if applicable, include custodian information such as their name, social security or tax ID number, date of birth, and address.
8. If applicable, include trust details like the trust name and the agreement date.
9. For cost basis information, detail the symbol, number of shares acquired, date of acquisition, and the average unit cost for each group of shares.
10. Select the transaction type from options such as gift or inheritance, if applicable.
11. Review your entries for accuracy. Sign and date the form on the designated lines for both the account holder and joint account holder.
12. Finally, save your changes, then you can choose to download, print, or share the completed form.

Complete your Direct Registration System Request - Outgoing - Scottrade form online today!