Get If Stock, - Swarthmore

The IF STOCK, - Swarthmore form is essential for transferring ownership of stocks or bonds. This guide provides clear and detailed instructions to help users fill out the form accurately and efficiently.

Follow the steps to complete the form online.

1. Press the ‘Get Form’ button to access the IF STOCK, - Swarthmore form and open it in your preferred editor.
2. In the first section, specify the name of the person or entity to whom the stocks or bonds are being transferred. Be sure to include their Social Security or Taxpayer Identifying Number for accurate identification.
3. Next, indicate the quantity of shares or bonds being transferred. For stocks, fill in the number of shares and the name of the company whose stock is being transferred. If applicable, provide the certificate numbers as well.
4. For bonds, state the principal amount and fill in any relevant bond numbers. Ensure the names match exactly with how they appear in the company records.
5. Designate the attorney-in-fact, the individual authorized to effectuate the transfer. Fill in their name clearly to avoid any ambiguity.
6. Include the date when the form is completed to document when the transfer was authorized.
7. Ensure all signatures are executed exactly as they appear on the certificates or bonds, without any alterations. This is critical for the validity of the transfer.
8. Finally, acquire a signature guarantee from an authorized entity, such as a member of the New York Stock Exchange or a commercial bank. This adds an additional layer of verification to the document.
9. Once completed, save any changes made to the document. Users may choose to download, print, or share the form as required.

Complete your documents online today and ensure accurate stock or bond transfers.