Get Perfection Of Dissenting Shareholder Rights For Appraisal By The Occ - Occ Treas

Filling out the Perfection Of Dissenting Shareholder Rights For Appraisal By The OCC - Occ Treas form may seem daunting, but with this comprehensive guide, you will navigate the process effortlessly. This document is essential for dissenting shareholders seeking appraisal rights, and following these steps will ensure your submission is complete and accurate.

Follow the steps to successfully complete the form.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Fill in the bank name, date of request, and consummation date at the top of the form. Ensure this information is accurate, as it establishes the context for your appraisal rights.
3. Enter the shareholder's name, the date of the shareholders meeting, and the number of shares held by the shareholder. This information is vital for identifying the stake you hold in the transactions.
4. Select the appropriate type of transaction from the options provided. Carefully consider which transaction category applies to your case: 12 USC 214a, 12 USC 215, 12 USC 215a, etc. This choice impacts the valuation date.
5. Respond to Question 1 regarding whether the shareholder voiced dissent. Indicate 'YES' or 'NO' based on your situation. Proper documentation of your dissent is crucial.
6. Proceed to Question 2a. Indicate whether the shareholder provided written notice within 30 days after consummation or notification. Again, respond with 'YES' or 'NO.'
7. If applicable, continue to Question 2b to determine if the stock certificates were submitted with the written notice. Mark 'YES' or 'NO' accordingly.
8. Evaluate Question 3 regarding the formation of a committee of three appraisers. Indicate if at least two appraisers agreed on a value by selecting 'YES' or 'NO.'
9. Finally, address Question 4 concerning whether an appeal was made to the OCC within five days of notification of the appraised value. Again, respond with 'YES' or 'NO'.
10. Review all information entered for accuracy and completeness. Ensure that every form field is thoughtfully filled and matches your records.
11. Once satisfied with the form, you can save changes, download a copy, print it for your records, or share the form as necessary.

Prepare to claim your rights by filling out and submitting the Perfection Of Dissenting Shareholder Rights For Appraisal By The OCC - Occ Treas form online.