How do I Transfer Shares?
1. For certificated transfers, you must provide a signed and
medallion guaranteed stock power. A medallion guarantee can
be obtained from any US-based bank or brokerage firm.
2. For a transfer of shares in registered but book entry form on the
books of the issuer at the transfer agency, you also must
provide a signed and medallion guaranteed stock power.
3. Send 1) the original certificates (for certificated transfers) or
your most recent transfer-agent-produced account statement
(for registered book entry shares) to the transfer agent along
with 2) the appropriately signed and guaranteed stock powers,
3) specific instructions to the transfer agent using the
completed Transfer Instruction Form, and 4) payment to the
transfer agent. (Call Transfer agent for most current fees.)
4. Ensure that you have also provided your own contact
information including email address and phone number so that
we may contact you if we have any questions.
Transfer Instruction form with cost basis
