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Shareholder Forms

Stock Power
Form used to authorize the change of ownership of security. A Medallion Signature Guarantee is required.
Lost Certificate Notification
This form is used to initiate the replacement process for a lost certificate. Please fill out the form completely.
144 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.
Gift Letter
This form is used when gifting stock certificate(s) to an individual or entity. Must also be accompanied by a Stock Power.
Transfer Instruction Letter
This form is a generic transfer instruction form to be used for transferring certificates to others,  removing restrictions, etc.
Change of Address Form
Complete this form online to change your address. Print. Sign. Mail or fax to Colonial.
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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