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
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
For more information or to request a share transfer form, please reach out to us by phone or email and we will assist you.
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.