Resources

Looking for something specific?

We've compiled a list of frequently requested forms and links so you can easily find the stock transfer information you're looking for. Can't find what you're looking for? Contact us.

Forms

Common shareholder forms.

Common shareholder forms
Form	Actions
Affidavit of Domicile Confirms your legal state of residence — required to replace a lost or stolen certificate.	View Affidavit of Domicile (opens in a new tab) Download Affidavit of Domicile
Corporate General Resolution Board authorization confirming who is permitted to act on the company's behalf for transfer agent matters.	View Corporate General Resolution (opens in a new tab) Download Corporate General Resolution
One and the Same Certification Certifies that two slightly different name variations on your account refer to the same person, so your holdings can be combined.	View One and the Same Certification (opens in a new tab) Download One and the Same Certification
Stock Power Form Authorizes us to transfer your shares to another person or account.	View Stock Power Form (opens in a new tab) Download Stock Power Form
W-8 Form Certifies foreign status so dividend withholding is applied at the correct treaty rate.	View W-8 Form (opens in a new tab) Download W-8 Form
W-9 Form Provides your U.S. taxpayer ID so dividends and proceeds are reported correctly.	View W-9 Form (opens in a new tab) Download W-9 Form

Links

Useful external resources.

Securities and Exchange Commission	Open
Search SEC Company Filings	Open
SEC Rule 144: Selling Restricted & Control Securities	Open
The New York Stock Exchange	Open
FINRA	Open
NASDAQ	Open
OTC Markets	Open
Internal Revenue Service	Open
Yahoo Finance	Open
MSN Money	Open

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