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.
- Form W-8 / W-9
A form required by financial institutions when opening up a new account. It is a certification
of a taxpayer identification number (TIN). A TIN is either a Social Security number for individuals
or an IRS Employer Identification number for businesses. This form must also be submitted when
changing a TIN on an existing account. (download Adobe Acrobat)
- 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.
- Stock Power Form
A document separate from the stock certificate that is utilized when surrendering shares to a