Transfer Instruction
Letter
This form is a generic
transfer instruction
form to be used for
transferring
certificates to others,
removing restrictions,
etc. |
Gift Letter
This form is used when
gifting stock
certificate(s) to an
individual or entity.
Must also be accompanied
by a Stock Power. |
Stock Power
This form is used to authorize
the change of ownership
of a security. Please include the certificate number, number of shares, security name, signature and medallion. We cannot accept blank stock powers. |
Lost Certificate Recovery Form
Once finding a certificate that has been stopped and filed as lost but has not been replaced, this form is sent in to
remove the stop on your certificate and to recover your certificate with the Security Information Center. |
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Sellers Rep Letter
This form is required to
remove a restriction
from a certificate that
has been held 1+ years
by a non-affiliate and a
non-shell company. |
Lost Securities Form Letter
This form is used to
initiate the replacement
process for a lost
certificate. Please fill
out the form completely. |
Affidavit of Domicile
Form that is used to
state where a person
resides (or where a
deceased person
resided). Typically
required when
transferring shares of
deceased owners.
Signature must be
notarized. |
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