Get Stock Assignment Form - Aflac

Filling out the Stock Assignment Form - Aflac online is a straightforward process that allows you to transfer stock ownership efficiently. This guide will provide step-by-step instructions to ensure that you complete the form correctly, regardless of your previous experience with similar documents.

Follow the steps to complete the Stock Assignment Form.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. In Section I, enter the registered owner's information as it appears on the statement or stock certificate. This includes the account name, address, city, state, Social Security number or Tax ID number, phone number, and ZIP code. If the registered owner is deceased, provide the deceased's name and information.
3. Move to Section II, where you will specify the account to which the shares will be transferred. You can either transfer to an existing account or create a new one. If transferring to a new account, ensure to fill out additional Stock Assignment forms for multiple transfers.
4. Print the name(s), address, and Social Security Number or Employer Identification Number of the person(s) to whom the shares are being transferred. Note that if the account is for a minor, you must name one adult custodian and provide Social Security numbers for both the custodian and the minor.
5. For joint accounts, provide Social Security numbers for all tenants. Additionally, attach all stock certificates designated for transfer and specify the number of shares involved.
6. After entering the necessary transfer details, affix the Medallion Signature Guarantee below. This signature guarantees the transfer and must be provided by an eligible financial institution.
7. All legal shareholders must sign in the designated signature fields. If the signer is not the registered owner, they must state their capacity to act (for example, as a custodian or executor).
8. Carefully review the form for completeness and accuracy, ensuring that you have included all necessary information and signatures.
9. Finally, you can save changes, download, print, or share the completed form as needed before mailing it to Aflac Incorporated at the specified address.

Start completing your Stock Assignment Form - Aflac online now to ensure a smooth transfer of your shares.