Used to state where a person resides (or where a deceased person resided). Typically required when transferring shares of deceased owners. The form must be notarized and accompanied by the Transfer Instruction Letter. Sample Affidavit
Authorizes one or more managers of an LLC to assign, transfer, and deliver shares of stock, bonds, debentures, or notes owned by the LLC. Sample LLC Cert
Certifies that an entity is a sole proprietorship. Sample Certification
Authorizes the change of ownership of a security. Please include the certificate number, number of shares, security name, signature, and medallion. Sample Stock Power Doc
Used to transfer securities into the name of a third party. Sample Release
Used for the certification of a trust. Sample Waiver
Certifies that an estate has not been and will not be probated. Sample Waiver
Authorizes a corporate officer to transfer securities on behalf of the corporation. Must be accompanied by the Transfer Instruction Letter. Sample Corporate Resolution
If you need help filling out forms or require additional information, please contact us today.