Get Stock Power Form

Filling out the Stock Power Form is a crucial step in making your stocks and bonds negotiable. This guide provides clear and detailed instructions to help you complete this form online with ease.

Follow the steps to successfully fill out the Stock Power Form online.

1. Click the ‘Get Form’ button to access the Stock Power Form and open it in your preferred digital platform.
2. In the 'Assignment' section, indicate the type of securities you are transferring. If it is stocks, enter the number of shares and select the type of stock (common, preferred, or other). Specify the name of the company and the corresponding certificate number(s). For bonds, provide the number of bonds, the principal amount, the name of the company, and the certificate number(s).
3. Proceed to the 'Authorization and Signature' section. You are required to indemnify Pershing LLC with the authority to transfer the mentioned stock or bonds. Sign the document where indicated and include the date beside your signature to confirm your agreement.
4. In the 'Certification' section, ensure that your signature matches exactly the name on the face of the certificate(s) or bond(s) without any alterations. Obtain a signature guarantee from an authorized medallion signature guarantor, which is mandatory for the form to be valid.
5. Once all sections are completed, review the information for accuracy. You can then save your changes, download the completed form, print it out, or share it as necessary.

Complete your Stock Power Form online today to manage your securities efficiently.