Managing the Account of a Deseased ... - Prudential Financial He/she will be asked to complete a form: Basic Transfer Requirements - US Deceased. Printable transfer forms If you prefer to have paper forms mailed to you, please call Computershare at 800-305-9404 and select menu option 4. Latest Information on Shareowners Services | About Verizon Printable transfer forms. • Complete Sections 1 - 5 of the Transfer Requestform • The authorized person(s) MUST sign section 5 • If sale instructions are included with the Transfer Request, the person receiving the shares MUST complete and sign Section 6 • Complete and sign the enclosed Substitute Form W-9 with the Taxpayer Identification Number of the new owner Transfer on Death ("TOD") is a form of ownership that enables the owner of an account to transfer ownership directly to a designated beneficiary upon the death of the owner(s). Helping transfer shares from deceased estates - Computershare Send form to Computershare. Computershare PO Box 505013 Louisville, KY 40233-5013 Name(s) of Current Investor(s) Address City, State, Zip. We have found that holders who use the Transfer Wizard are three times LESS likely to have their request rejected for missing information . By pressing the orange button below, you will go to the page where it's possible to modify, save, and print your PDF. We have also enclosed answers to Frequently Asked Questions (FAQs) to assist you with completing the form and to answer transfer related questions you may have. Transfer Request PLEASE PRINT CLEARLY 2 ... - Computershare Assessment and payment of stamp duty (if applicable) must be made prior to returning the transfer form to Computershare. As part of Computershare's ongoing efforts to streamline the stock transfer experience for shareholders, beginning mid-February, we will offer shareholders the option to process their transfers without a medallion stamp by providing a copy of a government issued identification and enclosing a processing fee of $50. Computershare may transfer personal information to other companies . The forms will include a set of detailed instructions, as well as the answers to some Frequently Asked Questions, to guide you through the process. By pressing the orange button below, you will go to the page where it's possible to modify, save, and print your PDF. Daytime Telephone Number Limited Liability Company or Other Classification If you are an LLC or Other Classification, do not complete this form. Their services include the administration of a Direct Stock Purchase and Dividend Reinvestment Plan, the Direct Registration system (book-entry ownership), the eTree . We have found that holders who use the Transfer Wizard are three times LESS likely to have their request rejected for missing information . The undersigned does (do) hereby irrevocably constitute and appoint Computershare as attorney to transfer the said stock, as the case may be, on the books of said Company, with full power of substitution in the premises. Transfer on Death ("TOD") is a form of ownership that enables the owner of an account to transfer ownership directly to a designated beneficiary upon the death of the owner(s). Computershare does not handle the sale of securities. Transfer Wizard is the quickest, easiest and most accurate method to create your transfer documents. This form can be found on the IRS If the event date field is left blank, the transfer agent may default to the date the transfer is processed by the transfer age nt. How to fill out the Computershare transfer request form on the web: To start the document, use the Fill & Sign Online button or tick the preview image of the blank. Start a Free Trial Now to Save Yourself Time and Money! If the event date field is left blank, the transfer agent may default to the date the transfer is processed by the transfer age nt. 4/20) + + COMPUTERSHARE TOD RULES Pursuant to the Massachusetts Uniform TOD Security Registration Act, transfer agents, such as Computershare Inc. ("Computershare"), may offer TOD registrations and adopt rules by date of gift, date of death of the holder or the date the private sale took place) . If you would like to sell the securities, provide the required Estate documents (probate or death certificate and will) and payment of the $90.00 administration fee to Computershare then contact a broker for their requirements. Do not send to the IRS. TRANSFER OF OWNERSHIP Computershare is the transfer agent appointed by a company to transfer ownership of its securities. Below we have provided information on the two most common types of transfers: 1) transfers from an individual name 2) documentation required upon the death of a holder Deliver form to: Computershare Trust Company of Canada Attn: Private Capital Solutions 8th Floor, 100 University Ave. • A certifi ed copy of the Death Certifi cate • A certifi ed copy of the Will (if applicable) • The attached transfer form together with any valid share certifi cate(s) for the holding (if applicable) • A cheque for the Small Estates Declaration and Indemnity fee made payable to Computershare Investor Services PLC FURTHER INFORMATION If your stock certificate has been lost, stolen or damaged, notify Computershare immediately at 1 800 351-7221 so that a stop transfer can be placed on the certificate.. Computershare will send you the forms needed for issuing a replacement certificate. Computershare Transfer Forms Deceased Holder. Verizon's stock transfer agent and registrar is Computershare. Below we have provided information on the two most common types of transfers: 1) transfers from an individual name 2) documentation required upon the death of a holder Computershare If you have inherited shares or are managing shares for a deceased estate, Deceased Estate Assistant guides you through the process of transfer, sale or finalising the estate. TRANSFER OF OWNERSHIP Computershare is the transfer agent appointed by a company to transfer ownership of its securities. Online . on which the transfer is processed by the transfer agent , but rather the date of the event which led to the transfer request (i.e. With Computershare, you can establish a Transfer on Death registration and designate a single beneficiary or multiple beneficiaries with varying allocations and modify such designations, all in a convenient online platform that makes it easy to simplify beneficiary management, control the disposition of your securities and provide options for . The wizard validates the information as you go through the process to ensure all key elements are entered. Fill Out, Securely Sign, Print or Email Your Met Life Stock Transfer Form Instantly with SignNow. The beneficiary has no rights with respect to the account until The forms will include a set of detailed instructions, as well as the answers to some Frequently Asked Questions, to guide you through the process. The undersigned does (do) hereby irrevocably constitute and appoint Computershare as attorney to transfer the said stock, as the case may be, on the books of said Company, with full power of substitution in the premises. Computershare If you have inherited shares or are managing shares for a deceased estate, Deceased Estate Assistant guides you through the process of transfer, sale or finalising the estate. The undersigned does (do) hereby irrevocably constitute and appoint Computershare as attorney to transfer the said stock, as the case may be, on the books of said Company, with full power of substitution in the premises. Forms Needed to Transfer Funds to a New Owner. Holder As requested, enclosed are the form and instructions needed to transfer stock to a new account or another holder. The ownership of the account generally passes to the beneficiary(ies) outside of probate. The signature(s) below on this Transfer Request form must correspond exactly with the name(s) as shown upon