Get Penny For The Lot Customer Instruction And

Filling out the Penny For The Lot Customer Instruction And form is a straightforward process that allows you to request the sale of your securities to Vision Financial Markets LLC. This guide provides clear, step-by-step instructions to help you complete the form efficiently and accurately.

Follow the steps to complete the form online:

1. Press the ‘Get Form’ button to access the document and open it in your form editor.
2. In the section labeled 'Quantity', enter the total number of securities you wish to sell. Ensure this number matches what you own.
3. In the 'Security Description' field, provide a brief description of each security you are selling. Be clear and specific.
4. Enter the Symbol or CUSIP number associated with each security in the designated field. This is important for accurate identification.
5. Review the text that confirms your agreement to sell the securities for one penny ($0.01) for the lot. Make sure you understand that this transaction is voluntary and that you are relinquishing all claims to the securities.
6. Sign the document in the Customer Signature field. Ensure that your signature matches your legal name.
7. Fill in your printed name just below your signature.
8. Enter the current date in the space provided.
9. In the Account Number field, provide the number of your account related to the transaction.
10. Complete any additional sections required for correspondence use, if applicable. Ensure that all information is accurate.
11. Once you have filled out all required fields, save your changes. You may then download, print, or share the completed form as needed.

Complete your documents online to ensure a smooth transaction.