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

Knowledge Center

A Guide to Transfer of Stock Ownership

Transfer involves a non-U.S. citizen (DO NOT proceed to the scenarios below).

Please select the appropriate scenario outlined below or download A Guide for Transferring Stock in Adobe Acrobat format.

• Death of an individual
• Re-registering into a Custodial Account
• Re-registering into a Trust Account
• Name change (e.g., marriage or divorce)
• "Simple" stock transfer
• NONE of these scenarios above apply to me

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