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 for US Holders
| Deceased Transfer Package – transfer shares only if the original account holder has passed away | View form | |
| General Transfer Package – transfer shares into a new account holder / additional account holder names | View form | |
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Transfer of Ownership Forms for 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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Direct Registration - DRS - Forms/Letters
| Direct Registration Information Brochure | View form | |
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International Currency Forms/Letters
| International Currency and Wire Payment Registration Form | View form | |
| International Currency Payment Instructions | 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.