Forms & Services

Overview Forms Bad Address List Unsettled Estates Where Are Our Shareholders?

Forms and Procedures

Change of Address Form

Direct Deposit Authorization Form

Declaration of Majority Status

Affidavit On Death Of Shareholder

Loss Of Stock & Letter Of Indemnity

Stock Donor Affidavit

Stock Donee Affidavit

Appointment Of Custodian

Affidavit Of Name Change

Testamentary Disposition

W9 Tax Form

Burial Assistance Form

Information Sheet

2024 Candidate Questionnaire

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