Get Dear Holder Included In This Package Are The Bformb And Binstructionsb Bb

This guide provides clear, step-by-step instructions on how to fill out the Dear Holder Included In This Package Are The Bformb And Binstructionsb Bb online. Whether you are transferring stock to a new account or requesting a legal name change, this guide will help you navigate each section with ease.

Follow the steps to successfully complete your transfer request.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Fill in your current holder information. Include your name, address, and current holder account number. Ensure that all details are accurate and printed clearly.
3. Determine the type of transfer you are initiating. Check the appropriate box for a legal name change or whether you are transferring all shares or a partial amount.
4. If applicable, enter the number of shares, both DRS book-entry and certificated shares, that are being transferred. Remember, the original certificates must accompany the form for shares held as certificates.
5. Complete the ‘Authorized Signatures’ section. It is essential that all current registered holders or legally authorized representatives sign this section. A Medallion Signature Guarantee is required and must be affixed to each signature.
6. For the new holder, fill out their information. This includes their account type, Social Security Number or Employer Identification Number, and address. Ensure that this section is completed accurately for processing.
7. Complete the Purpose for Transfer/Cost Basis Data by checking the applicable box about the transfer of shares and entering any required dates and values.
8. Review the entire form for accuracy. Make sure all required sections are filled out completely and legibly.
9. Once all information is complete, save your changes, and either print the form for mailing or share it with the required documents to the specified Computershare addresses.

Complete your transfer request online today to ensure a smooth transaction!