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
We've digitized the transfer process. Click on transferstock.computershare.com to follow a guided process and learn what documents you'll need to obtain or complete. Not all companies may participate in this new service. OR You can download either of the applicable transfer packages below.
| 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.