100% eligible for your:
foundationChange Ownership
1. Individual
Form: Securities Transfer
Requirements:
a. Cover letter with contact information (please specify if you require original documents returned to you).
b. Original Certificate(s) or book entry statement(s)
c. Transfer Form
d. Signature Guarantee or Medallion Guarantee either on the back of the original certificate or on the transfer form.
2. Company / Corporation (including: Businesses, Charities,
Places of Worship, Foundations, Schools, Universities)
Forms: Securities Transfer | Corporate Resolution
Requirements:
a. Cover letter with contact information (please specify if you require original documents returned to you).
b. Medallion Guarantee either on the back of the original certificate or on the transfer form.
With the following supporting documents:
- Original Certificate(s) or book entry statement(s)
- Transfer Form
c. If a Medallion Guarantee is not provided, the following documents are required:
I. Original Certificate(s) or book entry statement(s)
II. Signature guarantee stamp on reverse of certificate(s) or on “Transfer Form”
III. Corporate Resolution
- Bank certified copy or original
- Dated within the last six months
- Bear the same company / corporation name as reflected in the registry on the bond(s) certificate or book entry statement
- List of names and titles of individuals authorized to sign on behalf of the Company / Corporation
- Document must be se signed by the Secretary or an Assistant Secretary, unless the authority to transfer is given to the signing officer, in which case the certification should be signed by another offices.
- Provide specimen of the Officers
- Be under corporate seal (if applicable)
3. Corporation — Sole Ownership
Forms: Securities Transfer | Affidavit of Sole Ownership
Requirements:
a. Cover letter with contact information (please specify if you require original documents returned to you).
b. Medallion Guarantee either on the back of the original certificate or on the transfer form.
With the following supporting documents:
- Original Certificate(s) or book entry statement(s)
- Transfer Form
c. If a Medallion Guarantee is not provided, the following documents are required:
I. Original Certificate(s)
II. Signature guarantee stamp on reverse of certificate(s) or on “Transfer Form”
III. Resolution of Sole Ownership
- Bank certified copy or original
- Dated within the last six months
- Bear the same company / corporation name as reflected in the registry on the bond(s) certificate or book entry statement
- Be under corporate seal (if applicable)
4. Corporation — Sole Director
Forms: Securities Transfer | Affidavit of Sole Director
Requirements:
a. Cover letter with contact information (please specify if you require original documents returned to you).
b. Medallion Guarantee either on the back of the original certificate or on the transfer form.
With the following supporting documents:
- Original Certificate(s) or book entry statement(s)
- Transfer Form
c. If a Medallion Guarantee is not provided, the following documents are required:
I. Original Certificate(s)
II. Signature guarantee stamp on reverse of certificate(s) or on “Transfer Form”
III. Resolution of Sole Director
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