Get Request To Transfer Stock Form - Registrar And Transfer Company

Filling out the Request To Transfer Stock Form online can be a straightforward process if you understand each section and field required. This guide will provide you with clear, step-by-step instructions to ensure your form is completed accurately and efficiently.

Follow the steps to successfully complete the form.

1. Click ‘Get Form’ button to obtain the form and open it in your preferred editor.
2. Enter the company description or name of stock exactly as it appears on the face of the stock certificate or account.
3. Fill out the current owner information section. Ensure you provide your name and Tax Identification Number or Social Security Number exactly as they appear on the certificate or account.
4. In the signature section, all current registered owners must sign the form. Ensure to date the form and include any necessary signatures from executors or power of attorneys.
5. Indicate the number of shares you wish to transfer in the respective sections, noting whether you are submitting original stock certificates, dividend reinvestment plan shares, or book entry shares.
6. If transferring shares acquired after December 31, 2010, complete the purpose for transfer/cost basis data section, carefully selecting only one option to avoid confusion.
7. Provide the new account information, including names, address, and number of shares to be transferred to this account. If necessary, attach additional sheets for multiple accounts.
8. Complete the substitute W-9 form by providing your Tax Identification Number or Social Security Number and sign to exempt from backup withholding.
9. If applicable, sign the section for the Dividend Reinvestment Program, acknowledging that you have reviewed the program prospectus.
10. Review the entire form for accuracy, then save, download, print, or share the completed form as needed.

Complete your Request To Transfer Stock Form online today for a smoother stock transfer process.