3. Transfer ALL Shares (all book-entry shares and any certificated shares submitted) If this box is checked, do not complete sections 4, 5 and 6. With Computershare, you can establish a Transfer on Death registration and designate a single beneficiary or multiple beneficiaries with varying allocations and modify such designations, all in a convenient online platform that makes it easy to simplify beneficiary management, control the disposition of your securities and provide options for . Stock transfer instructions and forms are provided by Computershare at https: . The Direct Registration Profile Modification System was developed to provide investors with an efficient method of moving book-entry positions within the financial community. If another company offers eDelivery in the future will I need to re-consent? Can I request a summary of the information you hold about me, and if inaccurate have it corrected? If you still have an unresolved complaint, you may also direct your complaint to the attention of: New York State Department of Financial Services, One State Street, New York, NY 10004-1511. Copy of oHcial death certicate (ONLY IF transfer due to death of grantor/co-trustee). %PDF-1.5 We will sell, exchange, withdraw, or transfer your securities in First-In /First-Out (FIFO) order, consistent with the default tax lot selection method established in Treasury Regulation 1.1012-1, unless otherwise instructed by you in writing on or prior to the date of the sale or other disposition of your securities. This compensation may impact how and where listings appear. 9. <>>> Sale Request / Certificate Deposit (PDF): A form for selling shares or depositing a stock certificate into your account. Transfer on Death Agreement Use this form to designate someone to pass on the investment. Please consult your guarantor institution for their specific requirements. IRS W-8BEN (PDF): To access a form which enables you to certify that you are not a U.S. citizen and to certify your appropriate country to claim a reduced rate of, or exemption from, withholding, if applicable. It involves filing a form naming the persons or people the account owner wishes to receive the assets. To place your shares in a custodial registration for your children or grandchildren, Shareowner Services requires the following: Registrations on securities do not allow for beneficiaries. A form of ownership that occurs when two or more individuals hold shares. Cory is an expert on stock, forex and futures price action trading strategies. Do Retirement Accounts Go Through Probate? How can I prevent my shares and checks from becoming abandoned? An adjustment or correction has been made to a transaction in your account, causing a corrected tax form to be issued. Our physical address for traceable mail delivery is: A certified copy of your birth certificate. PDF **Sample Letter of Instruction** (Your broker's name Re: (Your Name You will be able to consent to eDelivery for those participating companies for shares that are held on the records of Shareowner Services. 8. Can I correct an error on my registration? The 1099DIV will reflect only the dividends paid to the registered holder prior to a transfer or sale. You may also obtain a duplicate form by calling our Shareowner Relations Department. The Medallion stamp must not be dated or notated in any manner.