Computershare Stock Transfer Form With Beneficiary
Description
How to fill out Corporation - Transfer Of Stock?
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FAQ
Computershare does not charge a fee to transfer stock; however you may incur fees from other institutions. For example, you may be charged a fee by the institution that provides the Medallion Signature Guarantee.
How Do You Transfer Inherited Stock? The executor of the estate will handle the necessary paperwork for stock transfers. They will fill out necessary stock transfer paperwork and then send it to the appropriate place.
You need to complete a Transfer Request form to transfer the shares to a new account in your name. The surviving holder(s) or a legally authorized representative must sign the ?Authorized Signatures? section (section 8) of the form.
After your death, the securities will automatically belong to the TOD beneficiary. All the beneficiary needs to do to claim them is show the transfer agent or broker a certified copy of the death certificate and proof of his or her identity. No probate court approval is required.
A transfer on death (TOD) registration is used to allow an individual or joint owners with rights of survivorship to designate one individual or entity as the beneficiary of the account upon the death of the registered holder.
