OTR, Inc. Securities Transfer
A full service stock transfer agent
How can I transfer my shares?
Required Documents:
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Original Stock Certificate with a Medallion Signature Guarantee
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A Completed Shareholder Transfer Form
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Mailing Address for the New Certificate
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Check for the Applicable Fees
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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)
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In the case of a decedent shareholder, we require the following in addition to the above:
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A Probate Court Document, a Copy of the Small Estate Affidavit, or Other Official Document
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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.