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Get Broadridge Stock Power Form
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How to fill out the Broadridge Stock Power Form online
Completing the Broadridge Stock Power Form online is a straightforward process that allows you to transfer stock ownership securely. This guide will provide you with the necessary instructions to fill out this important document correctly.
Follow the steps to successfully complete the form.
- Click ‘Get Form’ button to access the Broadridge Stock Power Form and open it in your preferred editor.
- Begin by entering the name of the transferee in the designated space. Ensure the spelling is accurate to avoid any issues with the transfer.
- Next, provide the complete address of the transferee, including the city, state, and zip code. This information ensures that the transferee can be properly identified.
- Fill in the social security number of the transferee. This is a required field for processing the stock transfer.
- Specify the number of shares being transferred. Indicate the type of stock—either common or preferred—in the corresponding section.
- Include the name of the company from which the stock is being transferred in the dedicated space. Ensure this matches the records of the company.
- Identify the certificate number(s) of the stock being transferred. Provide all relevant certificate numbers in the indicated section.
- Review the entire form for accuracy. The names and signing must correspond fully with the names on the stock certificates.
- Sign the form in the designated area for the owner. If applicable, a joint owner must also sign in the appropriate section.
- Ensure that the signatures on the document are guaranteed by an eligible guarantor institution, as notary public signatures are not acceptable.
- After confirming all details are correct, save your changes, and you may choose to download, print, or share the completed form as needed.
Get started and complete your Broadridge Stock Power Form online today.
Stock power is a legal power of attorney form that transfers the ownership of certain shares of a stock to a new owner. A stock power transfer form usually is only required when an owner opts to take physical possession of securities certificates, rather than holding securities with a broker.
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