Get Irrevocable Stock Or Bond Power - Scottrade

The Irrevocable Stock Or Bond Power form is essential for transferring ownership of stock or bonds to another party. This guide provides clear, step-by-step instructions for accurately completing this form online, ensuring that you fulfill all necessary requirements.

Follow the steps to complete the Irrevocable Stock Or Bond Power form online.

1. Press the ‘Get Form’ button to access the Irrevocable Stock Or Bond Power form and open it in your preferred editor.
2. Begin filling out the form by entering the number of shares to be transferred in the section labeled 'IF STOCK, COMPLETE THIS PORTION.' Specify the stock's name and the certificate number associated with it.
3. If you are transferring bonds instead, complete the section under 'IF BONDS, COMPLETE THIS PORTION.' Include the bond issuer's name, the bond numbers, and the principal amount.
4. Next, identify yourself by providing your name in the space designated for the undersigned. This should be your name as it appears on the stock or bond certificates.
5. You will need to grant Scottrade, Inc. power of attorney to transfer the stock or bonds. This is done by confirming your irrevocable decision, as indicated in the statement in the form.
6. Carefully sign the form where indicated with your account holder's signature. Ensure that the signature matches the name on the certificates to avoid any discrepancies.
7. If applicable, both account holders should also sign the form in the provided section, with each signature dating their respective entries.
8. After you have completed all sections, you can save any changes made. You may also have the option to download, print, or share the completed form as needed.

Complete your documents online swiftly and accurately.