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Notify Computershare in writing immediately. You will need to provide us with your name, address, name and type of securi- ties you own, certificate number(s), if known, and the reason for the loss (i.e. lost, stolen, destroyed or never received). We will forward the proper documents to you for completion.
To facilitate a transfer, the executor will need a copy of the decedent's will or a letter from the probate court confirming that the beneficiary in question is indeed the person entitled to receive the shares. The executor must then send these documents to a transfer agent, who can complete the transfer of ownership.
On the death of a co-owner (joint tenant or tenant by the entirety) of a security registered in TOD form, transfer by the other co-owner(s) requires: (a) an original, or a certified copy of the death certificate of such co-owner or an endorsement by all surviving co-owners (with acceptable medallion signature guarantee
Regular mail: Overnight/certified/registered delivery: Computershare Computershare PO Box 505005 462 South 4th Street, Suite 1600 Louisville, KY 40233-5005 Louisville, KY 40202 Page 2 . It is important that you follow the steps above to ensure that your transfer can be completed.
How to complete a stock transfer form in 10 Steps1 Consideration money.2 Full name of Undertaking.3 Full description of Security.4 Number or amount of Shares, Stock or other security.5 Name(s) and address of registered holder(s)6 Signature(s)7 Name(s) and address of person(s) receiving the shares.More items...?