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Transfer Requirements

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Transfer Requirements

To help you with transferring stock, outlined are the requirements needed to fulfill your request.

SINGLE (living)

  • signature (security or stock power) medallion stamped
  • medallion stamped letter of instruction
  • TIN for new shareholder

SINGLE (deceased)

  • short certificate dated within 60 days
  • affidavit of domicile (states domicile and location of stock at time of death)
  • inheritance tax waiver required if value of securities are over $60,000 and live out of state
  • signature of executor (security or stock power) medallion stamped
  • medallion stamp letter of instruction
  • TIN for new shareholder

JOINT (living)

  • both signatures (security or stock power) medallion stamped
  • medallion stamped letter of instruction signed by both
  • TIN for new shareholder

JOINT (one deceased)

  • original or certified copy of death certificate
  • affidavit of domicile (states domicile and location of stock at time of death)
  • inheritance tax waiver required if value of securities are over $60,000 and live out of state
  • endorsement by survivor (security or stock power) medallion stamped
  • medallion stamped letter of instruction
  • TIN for new shareholder

JOINT (both deceased)

  • short certificate for both dated within 60 days (or death certificate for first decedent and short certificate for second decedent)
  • affidavit for domicile for both
  • inheritance tax waiver required if value of securities are over $60,000 and live out of state
  • signature of executor (security or stock power) medallion stamped
  • medallion stamped letter of instruction
  • TIN for new shareholder

TRANSFER TO MINOR

  • certified copy of minor's birth certificate
  • signature of minor (security or stock power) medallion stamped
  • medallion stamped letter of instruction
  • TIN for new shareholder

POWER OF ATTORNEY

  • POA must include the wording "sell, assign or transfer"
  • POA must have the certification that it is a true and correct copy
  • POA must be dated within 30 days
  • signature of POA (security or stock power) medallion stamped
  • medallion stamped letter of instruction
  • TIN for new shareholder

CORPORATION TRANSFER

  • corporate resolution dated within 60 days
  • corporate resolution must include the wording "sell, assign or transfer"
  • signature of officer(s) authorized by the resolution (security or stock power) medallion stamped NOTE: officer who signs the resolution can never sign the security or stock power
  • medallion stamped letter of instruction
  • seal of corporation on resolution and security or stock power

For assistance regarding a change in registration of stock certificates, replacing lost certificates/dividend check, or an address change, please contact the transfer agent listed below.

Transfer Agent:

Registrar and Transfer Company
10 Commerce Drive
Cranford, New Jersey 07016-3572
Telephone:  1-800-368-5948
E-mail:  info@rtco.com
Internet address:  www.rtco.com