Get Ast Transfer Of Ownership With W-9 Form 2018-2025

Filling out the AST Transfer Of Ownership With W-9 Form online can streamline the process of transferring stock ownership while ensuring compliance with tax regulations. This guide provides clear instructions on how to accurately complete each section of the form.

Follow the steps to successfully complete the form.

1. Use the ‘Get Form’ button to access and open the form in your preferred online editor.
2. In the 'Name of Stock to Be Transferred' field, enter the complete name of the stock you intend to transfer.
3. Next, input your AST account number, which is a 10-digit numerical number found on your account correspondence.
4. Fill in the current registration exactly as it appears on your account, ensuring all details are accurate.
5. For the 'Number of Certificated Shares,' 'Number of Book Shares,' and 'Number of DRIP Shares,' list the respective amounts and calculate the total number of shares. Make sure to include all variations of shares.
6. If applicable, denote whether dividends should be reinvested by selecting 'Yes' or 'No' in the appropriate section.
7. Indicate the transfer reason by selecting only one box provided. Include additional details such as dates and cost basis where necessary.
8. Enter your daytime phone number and the date of filling out the form.
9. Sign the form in the 'Signature of Assigner(s)' section. If you are signing on behalf of someone else, indicate your capacity to act on their behalf.
10. Affix the Medallion Signature Guarantee in the designated area. This is mandatory for processing the form.
11. Proceed to the second page where the new registration details are required. Enter the full name, address, and type of registration for the new owner.
12. Complete the Substitute Form W-9 section by providing the Taxpayer Identification Number and relevant classifications.
13. Have the new owner sign the Substitute Form W-9, ensuring all necessary fields are filled out to avoid backup withholding.
14. Once everything is completed, review the form for accuracy. Save any changes made, download the form, and print or share it as necessary.

Complete your documents online to ensure a smooth transfer process.