Get Upliftment Request Form - Optimum Securities Corporation - Optimumonline Psetradex

Filling out the Upliftment Request Form is an essential step for obtaining stock certificates in your name. This guide provides clear instructions on how to fill out the form accurately and efficiently to ensure a smooth process.

Follow the steps to complete your Upliftment Request Form.

1. Click ‘Get Form’ button to obtain the form and open it in your online document editor.
2. Enter your name in the 'Customer's Name' field, ensuring it matches your identification documents. Next, fill in the 'Date Requested' field with the current date.
3. Provide your address in the designated 'Address' section, ensuring it is complete for accurate communication.
4. List the stock name, stock code, and number of shares for each stock you wish to uplift. Ensure that this information is accurate to avoid processing delays.
5. Indicate the method for settling the EQTrade fee by checking the appropriate option: either 'Enclosed Cash/Check' or 'Debiting my account', ensuring you have the necessary cash balance if selecting the latter.
6. Sign the form in the 'Customer's Signature over Printed Name' section to authorize the request.
7. Review the completed form for accuracy and ensure all necessary fields are filled out before obtaining a final copy.
8. Save your changes to the form, and then download, print, or share it as needed. Submit the completed form to Optimum Securities Corporation, or you may fax your request to the designated number.

Complete your Upliftment Request Form online today for a seamless experience.