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
Simplify your transfer experience – go online now!
Save time by starting your transfer request with our online tool. It instantly checks your eligibility and, when eligible, walks you through a smooth, step by step online submission. If a paper submission is required, we’ll generate a customized, prefilled form you can print and mail — minimizing errors and delays.
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Fast and Convenient: Move through the process in just minutes. |
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Guided steps: Clear instructions at every stage to help you feel confident and informed. |
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Fewer Delays: Reduce errors from the start — whether you submit online or mail the pre filled form. |
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Real-Time Tracking: Monitor your transfer status as it moves through each step. |
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Use standard transfer forms Download and print standard transfer forms with general instructions that apply to all transfer types. |
| 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 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.