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

Corporate/Issuer Services

Internet Access & Records Access
Annual Meeting & Proxy Support
Proxy Planning Calendar
Corporate Action Processing
Issuer Online Forms
Cost Basis Support
Educational Resources:

Order Book

Investor/Shareholder Services

How do I transfer shares?
How do I remove Rule 144 restrictions?
Shareholder Online Forms

Accessing my Individual Account Info

Changing My Address
Voting My Proxy
Printing a Statement

I lost my certificate.

How do I get it replaced? 

Consultation and Guidance

Application for CUSIP Number
15c-211 Application to FINRA
S-1 Registration Statement
Submission for DTC & FAST Eligibility
Listed and Non-listed Markets
Healing Shell Companies


Edgar Filings
Educational Resources:

Order Book

Awards & Recognition

Salli Marinov - Stock Transfer Agent of the Month

Financial Industry Articles
and Issues

Securities Clearing Firms
Power to the People
Naked Short Selling
Archived Stock Articles

Internal Links

Related Sites

External Links

Calculate Adjusted Cost Basis
BRL Law Group
Rule 144 Letters
Attorney William Aul
Director's Desk