Cost effective solutions for stock and shareholder management
Below are sample forms and letters useful to managing your stocks and shares. These documents may be required to transfer shares or remove restrictions on shares.
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- Affidavit of Domicile
- Credit Card Authorization Form
- Form 144
- Gift Letter
- Reg S Seller Representation Letter (144D)
- Seller Representation Letter (144D)
- Stock Power / Transmittal
- Substitute W-9
- Waiver of Probate
If you have any queries about these forms or how to complete them, please contact us.