Get Transfer Of Ownership Form

Filling out the Transfer Of Ownership Form online can streamline the process of transferring assets. This guide will provide clear and detailed instructions on completing each section of the form to ensure accuracy and compliance.

Follow the steps to successfully complete the Transfer Of Ownership Form.

1. Click the ‘Get Form’ button to acquire the Transfer Of Ownership Form and access it in your online editing environment.
2. In the first section, enter the name of the stock to be transferred. Ensure the name is written clearly and accurately, as errors can delay the transfer process.
3. Enter the AST account number in the designated field. This 10-digit number can be found on all correspondence related to the account. Double-check for accuracy.
4. Provide the current registration as it appears on your account. This ensures that the transfer aligns with existing records.
5. Indicate the number of certificated shares, book shares, and DRIP shares. Sum these numbers to display the total number of shares being transferred.
6. If applicable, specify whether you wish to reinvest dividends by selecting “Yes” or “No.” This option affects how dividends are handled after the transfer.
7. Select the transfer reason from the available options. If none are provided, the transfer will default to a gift. If the transfer is due to a death, include the date of death.
8. Provide the current date, making sure it accompanies your signature in the following step.
9. Sign and date the form where indicated. If another individual is signing on behalf of the owner, they must clarify their capacity to act, such as executor or power of attorney.
10. Obtain a Medallion Signature Guarantee to validate your signature. This is essential for the acceptance of the transfer; ensure this is executed by an eligible institution.
11. Proceed to fill out the new registration section, entering the new owner's full name and choosing the appropriate registration type from the options provided.
12. Provide the new owner's complete address in the specified field to ensure proper documentation.
13. Review all the entered information for accuracy and completeness. Make any necessary adjustments before saving or finalizing.
14. Finally, save your changes, and download, print, or share the completed form as needed to finalize the process.

Start filling out your Transfer Of Ownership Form online today for a smooth asset transfer experience.