©2019 by OTR, Inc. Securities Transfer

1050 SW 6th Ave Ste. 1230
Portland, OR 97204

P: (503) 225-0375

F: (503) 273-9168

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Contact

How can I transfer my shares?

Required Documents:

 

  • Original Stock Certificate with a Medallion Signature Guarantee

  • A Completed Shareholder Transfer Form

  • Mailing Address for the New Certificate

  • Check for the Applicable Fees

    • Please note that the minimum fee is $60.00 ($20.00 for cancellation of each certificate + $40.00 for the transfer and issuance of up to two new certificates)

 

In the case of a decedent shareholder, we require the following in addition to the above:

  • A Probate Court Document, a Copy of the Small Estate Affidavit, or Other Official Document

  • A Copy of the Death Certificate

 

 

 

What is a medallion signature guarantee?

A medallion guarantee is a stamp provided by a bank or broker that verifies the signature on the certificate or stock power is that of the rightful owner.

How do I replace a lost certificate?

If your certificate has been lost or was never received, please reach out to us by phone or email in order to coordinate replacement.