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Find tax forms, stock transfer instructions and information about investment plans.

Knowledge Center

A Guide to Transfer of Stock Ownership

Re-registering due to the death of an individual

Share(s) of stock you want to transfer is registered in an INDIVIDUAL account and (choose the appropriate scenario below):

• You are requesting a transfer that IS NOT petitioned through a court (non-probated).
• You are requesting a transfer that IS petitioned through a court (probated).

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