This section provides you with the most frequently requested forms necessary to make changes to your account. Not all forms may be applicable to your account.
Transfer of Ownership Forms - US Holders
| Deceased Transfer Package – To transfer shares only if the original account holder has passed away | View form | |
| General Transfer Package – To transfer shares into a new account holder / additional account holder names | View form | |
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Transfer of Ownership Forms - International Holders
| Deceased Transfer Package – For Non-U.S. Holders | View form | |
| General Transfer Package – For Non-U.S. Holders | View form | |
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Tax Forms & Letters
| W-8BEN - Certificate of Foreign Status of Beneficial Owner | View form | |
| W-8BEN - Instruction Letter | View form | |
| W8-BEN-E - Certificate of Status of Beneficial Owner for US Tax Withholding & Reporting (Entities) | View form | |
| W8-BEN-E - Instruction Letter | View form | |
| W-9 - Request for Taxpayer Identification and Certification | View form | |
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Direct Registration (DRS)
| Direct Registration Transaction Request Form | View form | |
| DRS Information | View form | |
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International Currency
| International Currency and Wire Payment Registration Form | View form | |
| International Currency Payment Information | View form | |
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You will need Adobe Acrobat ReaderTM in order to view these forms. If you do not have it, you can download the software from the Adobe website.