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How to fill out the Broadridge DISLT online
The Broadridge Digital Investment Services Legal Transfer Form (DISLT) is essential for shareholders wishing to transfer their shares. This guide provides straightforward, step-by-step instructions on how to accurately complete the DISLT online.
Follow the steps to successfully complete the Broadridge DISLT.
- Press the ‘Get Form’ button to receive the Broadridge DISLT and open it in the provided editor.
- Begin by filling out the current account information section, which includes your account number, tax ID or social security number, and mailing address.
- Specify the total shares to be transferred by checking the appropriate box. Make sure to include the original stock certificates as copies are not acceptable.
- Select the reason for transfer by checking only one box. If no box is checked, the transfer will be assumed as a gift.
- Sign where required, ensuring that each registered owner signs their name exactly as it appears on the account. A Medallion Signature Guarantee (MSG) is necessary for the transfer.
- For new shareholder information, indicate the type of account and provide all necessary details, including the primary and secondary shareholder names.
- Complete the new holder/recipient tax payer ID certification section by providing the TIN or SSN as applicable.
- Include any additional documentation that may be required based on the reason for the transfer as outlined in the instructions.
- Ensure all forms are complete and accurate, then save your changes, and choose to download, print, or share the completed form as necessary.
Start completing your Broadridge DISLT online for a seamless transfer process.
Filling a share transfer form requires attention to detail. Start by providing your details as the current owner of the shares along with the recipient's information. Make sure to list the number of shares and check that all signatures, including witnesses if required, are accurately placed. Broadridge DISLT can offer assistance and guidance throughout this process.
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