Get Alliancebernstein Transfer Redemption Authorization Form

This guide provides comprehensive, step-by-step instructions on how to complete the Alliancebernstein Transfer Redemption Authorization Form online. Whether you are transferring shares or redeeming an account, this guide will ensure you navigate each section with clarity.

Follow the steps to successfully complete the online form.

1. Press the ‘Get Form’ button to download the form and open it in your preferred online editing platform.
2. Begin with Section 1, Requestor Information. Fill out your first name, last name, middle initial, and daytime phone number. Select the capacity in which you are acting from the options provided.
3. In Section 2, provide your Alliancebernstein Current Account Information. Indicate the account type by selecting the appropriate checkbox and fill out the registration and address details.
4. Proceed to Section 3 for Transfer Details. Indicate the amount to be transferred by providing the fund number and account number. Choose your transfer type by checking the appropriate box (all shares, dollar amount, or shares).
5. In Section 4, specify the request type by selecting whether you want the shares transferred, or transferred and redeemed.
6. If transferring to a new account, complete Section 5 with the new Alliancebernstein Account Information. Choose the new registration type and enter all relevant owner information.
7. For an existing account transfer, complete Section 6 by providing the fund number and account number of the existing Alliancebernstein account.
8. Section 7 is for Redemption Information. Indicate whether you wish to sell or redeem shares and specify the amounts.
9. In Section 8, provide your signature and the date. A Medallion Signature Guarantee is required for transfers. Ensure everyone who will be signing has their guarantee stamp affixed.
10. Finally, review your completed form for accuracy. You can then save changes, download, print, or share the form as needed.

Complete your Alliancebernstein Transfer Redemption Authorization Form online today for a smooth transfer or redemption experience.