Transfers Involving A Trust
Transfers Involving A Trust:
Transfer to a trust:
- The original stock certificate(s) and/or affidavits of loss.
- Signature(s) of the registered owner(s) on the reverse side of each certificate or stock power with a Medallion Signature Guaranteed.
- A letter of instructions indicating Trust Title, Trust Date, Trustees,
complete address (including zip code) and Tax Identification Number of the new
registration. Execute the Substitute Form W-9, on the stock power,
certifying the Social Security or Tax Identification Number of the new
Note: Please provide copy of the first and last page of the Trust
Agreement for clarity of the Title, Date and Signature.
Transfers from a trust:
Follow the instructions mentioned above. However, the signature must be of
the Trustee, signing in the capacity of Trustee (i.e. John Doe, Trustee; John
Doe, Successor Trustee)
- A Certified Court Order naming the Successor Trustee
6201 15th Avenue
Brooklyn, NY 11219
Attn: Transfer Department