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How do I Transfer Certificates Because of Deceased Owner(s)?

April 26, 2017certificates deceased owner transfer

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How do I Transfer Certificates Because of Deceased Owner(s)?

2 Answers

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(With all stock ownership transfers, it is helpful to include a letter of instruction informing us how the transfer is to take place. The letter should state the complete name, address, and Tax ID (SSN) of the individual(s) to whom the shares are to be transferred.

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(With all stock ownership transfers, it is helpful to include a letter of instruction informing us how the transfer is to take place.