FORMS AVAILABLE FOR DOWNLOAD
For your convenience we have made various stock transfer forms available to you online.
To download these forms, you will need to download Adobe
Acrobat for those forms that are in a PDF file format. Please click here to avail yourself of the free download.
Below please find a description of the use of each form.
- Affidavit of Domicile
A notarized affidavit executed by the legal representative of an estate reciting the residence of the decedent at the time of death.
- Certification of Identity form
A certification / statement verifying that you are known by two different names, yet are one in the same person. You must sign your name as both individuals and the document must be medallion guaranteed.
- W-8BEN / Instr to W-8BEN
(Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding for Individuals) should be used by foreign persons to certify their non-U.S. status.
- W-8BEN-E / Instr to W-8BEN-E
(Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding for Entities) should be used by foreign entities to certify their non-U.S. status.
(Request for Taxpayer Identification Number and Certification) should be used by a U.S. person (including a resident alien) to provide their correct Taxpayer Identification Number (TIN) and (if applicable) certify that the TIN is correct, not subject to backup withholding or to claim exemption from backup withholding and certify exemption from FATCA reporting.
- Generic Letter of Transmittal
A document separate from the stock certificate that is utilized when surrendering shares pursuant to a company merger or tender offer.
- Transfer of Ownership Form
A document separate from the stock certificate that is utilized when surrendering shares to a