Montana Stock Certificate Package
Description
How to fill out Stock Certificate Package?
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FAQ
Key information on a share certificate includes: Certificate number. Company name and registration number. Shareholder name and address. Number of shares owned. Class of shares. Issue date of shares. Amount paid (or treated as paid) on the shares.
To fill out a stock certificate, you fill in the name of the shareholder, the name of the corporation, the number of shares represented by the certificate, the date, and possibly an identification number. There is also a space for a corporate officer to sign on behalf of the corporation and to affix the corporate seal.
A Stock Power is delivered to the secured party with a stock certificate where certificated securities owned by the borrower are collateral in a loan transaction. When completed and signed, the Stock Power transfers the ownership interest in the certificate from the borrower to the secured party.
Complete page one of the Stock Power Form, and then complete a separate page two for each new account. Each completed form will need to have the exact number of shares (not a percentage), the full registration, address, and Social Security Number (SSN) or Employer Identification Number (EIN) for each new account.
How to complete a stock transfer form in 10 Steps 1 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.
Complete page one of the Stock Power Form, and then complete a separate page two for each new account. Each completed form will need to have the exact number of shares (not a percentage), the full registration, address, and Social Security Number (SSN) or Employer Identification Number (EIN) for each new account.
Once complete, send the notarized certificate to the transfer agent, who will register the stock to you as owner. At that point, you can sell the stock through the transfer agent or via a stockbroker.
Requirements for a Stock Power Stock powers are needed for each account and each security being transferred. All owners must sign the form and generally have their signatures guaranteed with a medallion signature guarantee. In some cases, if a stock power is too old, it might be rejected.