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.