Get Tranfer Agent Letterhead - Dtcccom

Filling out the TRANFER AGENT LETTERHEAD - Dtcccom is an essential task for managing transfer agency changes effectively. This guide provides detailed instructions to help you navigate each section of the form with confidence.

Follow the steps to successfully complete the form online.

1. Click ‘Get Form’ button to access the form and open it in an editor.
2. Begin by entering the security description at the top of the form to specify the securities you are addressing.
3. Fill out the CUSIP details. You can list one CUSIP number in the designated field or attach a spreadsheet with up to 25 CUSIPs on page 2.
4. If preferable, include any special instructions in the designated section to provide clarity about the requested changes.
5. Check one or more boxes that apply to indicate the type of changes being made: address change, agent name change, contact/phone number change, agent CUSIP change, resigning agent, or succeeding agent.
6. Fill in the agent's name, address, contact name, contact phone, and contact email details for both the resigning and succeeding agents as applicable.
7. Enter the Financial Institution Number (FINS) and Transfer Agent Number (TA) for both agents.
8. Specify the current date and the effective date for the changes.
9. Indicate whether service has been suspended and confirm if books and records have been received.
10. Check all applicable boxes for the services that are being included in this change, such as transfers, dividends/interest disbursements, or other specific services.
11. Provide the authorized signature, name, title, telephone number, and email of the person completing the form.
12. Finally, enter the date signed and ensure all information is accurate before proceeding to save changes, download, print, or share the completed form.

Start filling out your documents online today for efficient management of your transfer agency changes.