Address Change Form: Address change form to be used by shareholders to report a change of address.
Transfer Request Form: For transferring certificated shares or book-entry shares from one person or entity to another.
Corporate Transfer Resolution: Any corporation or LLC must complete this to inform us who has the authority, within the entity, to transfer shares.
Request for Shareholder Online Account Access via iStock
Electonic Transfer Request DWAC: To be used for electronic transfers
Shareholder’s Representation Letter for removal of Rule 144: If shares are restricted under Rule 144, this form must be completed by the shareholder and submitted with transfer.
Irrevocable Stock Power: This is a stand-alone stock power for the transfer of shares that must be signed by the shareholder in the presence of a bank or brokerage employee who will medallion guarantee the signature of the shareholder.
Lost Certificates to be Reported and Replaced: Use this form and the surety bond application (if necessary) to have certificates replaced.
Affidavit of Domicile: When there is a death of a shareholder and/or an estate handling the transfer, this form is used to declare in what state the shareholder resided prior to passing.
W-8 Ben: This form is used by foreign shareholders to declare that they are not a resident of the United States and, therefore, should have no tax withheld.
W-9: This form must be submitted by all U.S. citizens to declare their Social Security Number for tax purposes.