Get Shareholder Services Agreement - Sec.gov

Filling out the Shareholder Services Agreement is an important step for shareholders and the company alike. This guide provides you with clear and concise instructions to help you complete the agreement online, ensuring that all necessary information is accurately entered.

Follow the steps to successfully complete your Shareholder Services Agreement.

1. Click ‘Get Form’ button to obtain the form and open it in your editor.
2. Read through the introductory section to understand the purpose of the agreement and the parties involved. Make sure you have all the necessary information about the company and its shareholders as outlined in the document.
3. Fill out the Recitals section, detailing the ownership of shares and the intent of shareholders to regulate transfers to avoid disruption in management.
4. Complete Article 1 by specifying any restrictions on the transfer of shares. Ensure you understand the implications of each restriction and accurately indicate the intended stock legends on certificates.
5. Proceed to Article 2 to clarify what constitutes permitted transfers of shares, including any requirements for written permissions and transfers to trusts.
6. In Article 3, address the conditions for lifetime dispositions and involuntary transfers. Be detailed when describing how offers to sell shares should be presented.
7. Fill out Article 4 regarding the protocols for the death or disability of shareholders, ensuring that all contingencies are considered.
8. Detail the purchase price determination in Article 5, following the calculation methods outlined in the document.
9. Finalize your entries with Article 6, reviewing the miscellaneous provisions that govern the agreement's operation, and ensure all necessary signatures are designated.
10. Once all sections are completed, review the entire agreement for accuracy. Save any changes you made, then download, print, or share the completed form as needed.

Complete your Shareholder Services Agreement online today by following these steps.