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

Knowledge Center

A Guide to Transfer of Stock Ownership

Instructions for transferring shares and/or changing the registered ownership when all the current registered owner(s) or authorized person(s) are able to sign and the transfer does NOT involve any of the following conditions:

• Death of a shareholder
• Transfer into or out of a trust account
• Transfer into or out of a custodian account
• A corporate entity
• A name change (due to marriage, divorce, minor at majority, etc.)

Required Items

1. Completed Transfer of Stock Ownership Form signed by the registered owner(s).
   • To transfer 250 or LESS shares the form is acceptable without a Medallion Signature Guarantee.
   • To transfer MORE than 250 shares the form must have a Medallion Signature Guarantee.

   Each registered owner must sign his/her name exactly as it appears on the account, or the authorized person(s) must sign in his/her legal capacity.

2. The original stock certificates (not required if shares are held in book-entry form).

Note: All submitted documents will be kept as part of the permanent record of transfer and will NOT be returned. Please be sure you keep a copy for your records.

Where to send all the information.

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