![]() ![]() back to topĮxcept for historical and factual information, the matters set forth in this presentation and other of our oral or written statements identified by words such as “estimates,” “expects,” “anticipates,” “believes,” “plans,” “intends,” “will,” and similar expressions are forward-looking statements as defined by the federal securities laws, and are subject to the “safe harbor” protections thereunder. If shares are held in book entry, no certificates need to be presented.Īn instruction letter which includes the names of the new joint tenants, and the address and tax identification number of the tenants to whom the certificate(s) and dividends should be sent.Īn inheritance tax waiver, if required. The stock certificate signed on the back or on a stock power by the surviving joint tenant. Shares Registered in Joint Tenancy (transfer to another Joint Tenant) Shares Registered in Joint Tenancy (transfer to surviving Joint Tenant)Ī certified copy of the death certificate.Īn instruction letter including the name, address, and tax identification number of the remaining tenant. If shares are held in book entry, no certificates need to be presented.Ī certified copy of the Letters Testamentary dated within 60 days of the transfer (which appoints the legal representative of the estate).Īn instruction letter stating the name, address, and tax identification number of person in whose name the certificate(s) should be issued. The signature must be medallion guaranteed by an eligible financial institution. The stock certificate(s) signed on the back or on a stock power by the legal representative of the estate. If one of the signatures cannot be obtained, a court certified copy of the Divorce Decree specifically awarding the shares to the transferee is required. If the stock is held in Joint Tenancy, both signatures are required and must be guaranteed. If shares are held in book entry, no certificates need to be presented. ![]() The stock certificate(s) signed on the back or on a stock power with the name as it is now, then signed "Formerly" and then signed with the name as printed on the front of the certificate. If shares are held in book entry, no certificates need to be presented.Īn instruction letter indicating the shareholder's name as it should be printed on the new certificate, the correct address, and tax identification number. The stock certificate(s) signed on the back or on a stock power exactly as name is printed on the front of the certificate, then signed "Now by Marriage" and the married name. The signature must be medallion guaranteed by an eligible financial institution for the appropriate value.Īn instruction letter indicating names as they should be printed on the new certificate, form of tenancy, the correct address, and tax identification number. The stock certificate(s) signed on the back or on a stock power exactly as the name is printed on the front of the certificate. If the shares are held in Joint Tenancy, all holders must sign the stock certificate(s) or stock power and have their signatures medallion guaranteed for the appropriate value. The signature should be medallion guaranteed by an eligible financial institution for the appropriate value.Īn instruction letter indicating the name, address, and tax identification number of the new holder. The stock certificate(s) signed on the back or on a stock power (also known as Assignment Separate from Certificate) exactly as the shareowner name is printed on the front of the certificate. ![]()
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