Get Dear Holder, Included In This Package Are The Forms And Instructions ...

Filling out the Dear Holder form is a crucial step in the process of transferring stock ownership. This guide provides user-friendly, step-by-step instructions for completing the form online, ensuring a smooth experience for both experienced and novice users.

Follow the steps to successfully complete the form online.

1. Click the ‘Get Form’ button to obtain the form and open it in your browser. The form will be loaded for you to complete it directly online.
2. Begin by filling out the 'Current Holder Information' section. Provide the name of the current account holder, their address, and account number. Additionally, enter the date of death as recorded on the death certificate.
3. In the 'Shares to be Transferred' section, specify if you wish to transfer all shares or partial shares. If transferring partial shares, indicate the specific number of shares for each type (DRS, certificated, and investment plan). Ensure that original certificate(s) are attached for certificated shares.
4. Complete the 'Authorized Signatures' section. This section must include the signatures of all registered holders or a legally authorized representative, along with a Medallion Signature Guarantee stamp for each signature.
5. Move on to the 'New Holder / Recipient Information' section, where you will provide the details about the new holder. Include the account type, social security number (SSN) or employer identification number (EIN), and contact information as required.
6. In the 'Purpose for Transfer/Cost Basis Data' section, check the applicable box for the reason for transfer (private sale, gift, inheritance, etc.) and provide necessary details such as dates and costs per share.
7. Review all sections to confirm accuracy. Once all information is correctly filled in, save your changes, download the form, or print it as needed. You may also want to share it with relevant parties once completed.

Start filling out your document online now for a seamless transfer experience.