Get System Request Form Example

This guide provides step-by-step instructions on correctly completing the System Request Form Example online. By following these directions, you will ensure that your request is submitted efficiently and accurately.

Follow the steps to complete the form without hassle.

1. Click 'Get Form' button to download the form and open it in your preferred document editor.
2. In the 'Scottrade Account Holder Information' section, enter your account title and account number. Ensure this information matches your official Scottrade account for accuracy.
3. Move to the 'Transfer Agent Account Information' section. Here, provide the transfer agent account number or account key, social security or tax ID number, and the security name. For joint accounts, include the social security or tax ID number of the joint account holder.
4. Fill in the symbol and CUSIP number, which are essential for identifying your securities accurately. The CUSIP should consist of 9 characters.
5. In the 'Transfer Instructions' section, indicate whether you want to transfer a partial or full number of shares. If partial, specify the number of shares and check the box to liquidate any fractional shares if applicable.
6. If transferring to a third party, complete the 'Third Party Request Information' section. Enter the third party's name, social security or tax ID number, and date of birth.
7. Make sure to obtain the necessary signatures from all account holders. Each signature must be accompanied by the date, street address, city, state, and ZIP code.
8. Finally, review all filled information for completeness and accuracy. You can then save your changes, download, print or share the completed form as needed.

Complete your System Request Form online today for a seamless transfer experience.