Stock Transfer Agent Forms – Mountain Share Transfer

Mountain Share Transfer utilizes and accepts the following stock transfer agent forms. These forms are available for download and use.

Shareholder Forms

Explore the forms available for shareholders to facilitate stock transfers and ownership changes.

Affidavit of Domicile

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

Limited Liability Certification

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

Shareholder’s Representation Letter – 12 Month Hold

Sole Proprietorship Certification

Certifies that an entity is a sole proprietorship. Sample Certification

Stock Power

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

Third Party Release

Used to transfer securities into the name of a third party. Sample Release

Trust Certification

Used for the certification of a trust. Sample Waiver

Waiver of Probate

Certifies that an estate has not been and will not be probated. Sample Waiver

Issuer Forms

Forms designed to support corporate issuers in managing their securities.

Corporate Resolution – Signatory Authorization

Authorizes a corporate officer to transfer securities on behalf of the corporation. Must be accompanied by the Transfer Instruction Letter. Sample Corporate Resolution

Need Assistance with Forms?

If you need help filling out forms or require additional information, please contact us today.

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