Get Incoming Drs Request

Filling out the INCOMING DRS REQUEST online is a straightforward process that allows users to manage their accounts effectively. This guide will help you navigate each section of the form, ensuring that you provide all necessary information accurately.

Follow the steps to complete your INCOMING DRS REQUEST

1. Press the ‘Get Form’ button to access the document. This action will open the form in your web browser, allowing you to fill it out online.
2. Begin by completing the SCOTTRADE ACCOUNT HOLDER INFORMATION section. Enter your account title and account number accurately, as this is essential for processing your request.
3. Next, move to the TRANSFER AGENT ACCOUNT INFORMATION section. Fill in the transfer agent account number or account key, your Social Security number or Tax ID number, and the security name.
4. If applicable, enter the joint account holder’s Social Security number or Tax ID number. Additionally, provide the symbol for the securities you are transferring and the CUSIP number, which consists of 9 characters.
5. In the TRANSFER INSTRUCTIONS section, select one of the four provided options. Indicate whether you want to make a partial transfer by specifying the number of shares, liquidate fractional shares, or conduct a full transfer.
6. Complete the THIRD PARTY REQUEST INFORMATION section if the registration is under a name different from your Scottrade account. Provide the required details, including the third party's name, Social Security or Tax ID number, and date of birth.
7. Both account holders must sign and date the form in the appropriate places. Ensure that all signatures correspond with the information provided.
8. Finally, review your completed form for accuracy. Once you have confirmed that all information is correct, you can save changes, download, print, or share the completed request.

Complete your INCOMING DRS REQUEST online today to manage your accounts more effectively.