Get Aflac Direct Registration System Form

Filling out the Aflac Direct Registration System Form online can seem daunting, but with this guide, you will be equipped to complete the process with ease. This step-by-step approach will help you navigate each section of the form effectively.

Follow the steps to successfully complete the Aflac Direct Registration System Form.

1. Click ‘Get Form’ button to obtain the document and open it for editing.
2. In Section I, enter your transferor information. This includes your account name, account number, and address details (line 1 and line 2), as well as your city, state, social security number or tax ID number, phone number, and ZIP code.
3. Proceed to Section II to fill in the brokerage account details. Provide the account name, social security number or tax ID, name of the brokerage firm, brokerage account number, broker's DTC number, and specify the number of shares you wish to transfer.
4. Affix the Medallion Signature Guarantee below. Ensure the signature of the legal shareholder is clear and accompanied by the signing date. If there are additional registered owners, they must sign as well.
5. Review the important notice that states the significance of the Medallion Signature Guarantee. Make sure to gather all necessary signatures as required by your brokerage policies.
6. Once all sections are completed and verified, you can save changes, download the form for your records, and print or share as needed. Ensure that you mail the completed form to the Aflac Incorporated address provided.

Start completing the Aflac Direct Registration System Form online today for a smoother registration process.